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 | $21,474 | $27,641-22.3% | $61,373-65.0% | $68,494-68.6% |
| Participation rate | 36.1% | 39.5%-3.4pp | 52.6%-16.5pp | 67.9%-31.8pp |
| Annual return | -23.53% | -13.24%-10.3pp | 338.61%-362.1pp | -7.84%-15.7pp |
| Employer contribution / active EE | $340 | $695-51.1% | $1,159-70.7% | $2,596-86.9% |
| Participant deferral / active EE | $1,213 | $1,263-4.0% | $2,125-42.9% | $4,027-69.9% |
| Admin fee / account holder | $32,671 | $2,010+1525.4% | $2,130+1434.1% | $5,403+504.7% |