See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,784 | $45,863-78.7% | $77,024-87.3% | $68,494-85.7% |
| Participation rate | 10.2% | 55.9%-45.7pp | 67.9%-57.7pp | 67.9%-57.7pp |
| Annual return | -23.59% | 1.72%-25.3pp | 42.32%-65.9pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $860 | $2,962-71.0% | $4,426-80.6% | $4,027-78.6% |
| Admin fee / account holder | $1,285 | $3,041-57.8% | $5,425-76.3% | $5,403-76.2% |