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 | $13,893 | $54,350-74.4% | $82,719-83.2% | $68,494-79.7% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -21.45% | -13.67%-7.8pp | 701.18%-722.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,643 | $2,218-25.9% | $3,009-45.4% | $2,596-36.7% |
| Participant deferral / active EE | $3,694 | $3,246+13.8% | $4,395-15.9% | $4,027-8.3% |
| Admin fee / account holder | $319 | $4,395-92.7% | $5,329-94.0% | $5,403-94.1% |