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 | $9,142 | $54,350-83.2% | $82,719-88.9% | $68,494-86.7% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.7pp |
| Annual return | -22.56% | -13.67%-8.9pp | 701.18%-723.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $482 | $2,218-78.3% | $3,009-84.0% | $2,596-81.4% |
| Participant deferral / active EE | $2,793 | $3,246-14.0% | $4,395-36.5% | $4,027-30.7% |
| Admin fee / account holder | $603 | $4,395-86.3% | $5,329-88.7% | $5,403-88.8% |