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 6-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 | $10,217 | $45,863-77.7% | $77,024-86.7% | $68,494-85.1% |
| Participation rate | 17.1% | 55.9%-38.8pp | 67.9%-50.8pp | 67.9%-50.7pp |
| Annual return | -37.07% | 1.72%-38.8pp | 42.32%-79.4pp | -7.84%-29.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,025 | $2,962-65.4% | $4,426-76.9% | $4,027-74.6% |
| Admin fee / account holder | $6,004 | $3,041+97.5% | $5,425+10.7% | $5,403+11.1% |