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 10-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 | $10,638 | $27,641-61.5% | $61,373-82.7% | $68,494-84.5% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -23.98% | -13.24%-10.7pp | 338.61%-362.6pp | -7.84%-16.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,048 | $1,263-17.1% | $2,125-50.7% | $4,027-74.0% |
| Admin fee / account holder | $2,290 | $2,010+13.9% | $2,130+7.5% | $5,403-57.6% |