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 4-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 | $16,247 | $105,860-84.7% | $90,749-82.1% | $134,475-87.9% |
| Participation rate | 13.0% | 78.2%-65.2pp | 75.7%-62.6pp | 81.2%-68.2pp |
| Annual return | -34.17% | -11.01%-23.2pp | -12.16%-22.0pp | 417.96%-452.1pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,447 | $5,216-53.1% | $4,564-46.4% | $6,400-61.8% |
| Admin fee / account holder | $7,868 | $13,938-43.6% | $8,445-6.8% | $11,426-31.1% |