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 | $15,875 | $27,641-42.6% | $61,373-74.1% | $68,494-76.8% |
| Participation rate | 41.2% | 39.5%+1.7pp | 52.6%-11.4pp | 67.9%-26.7pp |
| Annual return | -29.83% | -13.24%-16.6pp | 338.61%-368.4pp | -7.84%-22.0pp |
| Employer contribution / active EE | $718 | $695+3.3% | $1,159-38.0% | $2,596-72.3% |
| Participant deferral / active EE | $1,620 | $1,263+28.3% | $2,125-23.8% | $4,027-59.8% |
| Admin fee / account holder | $379 | $2,010-81.1% | $2,130-82.2% | $5,403-93.0% |