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 | $13,148 | $65,061-79.8% | $143,757-90.9% | $66,914-80.4% |
| Participation rate | 37.4% | 65.2%-27.8pp | 80.3%-42.9pp | 69.8%-32.4pp |
| Annual return | -22.87% | -11.14%-11.7pp | -0.04%-22.8pp | 1.58%-24.5pp |
| Employer contribution / active EE | $1,069 | $2,361-54.7% | $4,951-78.4% | $2,544-58.0% |
| Participant deferral / active EE | $2,931 | $2,919+0.4% | $5,637-48.0% | $4,237-30.8% |
| Admin fee / account holder | $493 | $502-1.8% | $14,673-96.6% | $593-16.9% |