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 | $34,981 | $54,350-35.6% | $82,719-57.7% | $68,494-48.9% |
| Participation rate | 35.6% | 63.9%-28.3pp | 72.6%-36.9pp | 67.9%-32.3pp |
| Annual return | -27.89% | -13.67%-14.2pp | 701.18%-729.1pp | -7.84%-20.1pp |
| Employer contribution / active EE | $454 | $2,218-79.5% | $3,009-84.9% | $2,596-82.5% |
| Participant deferral / active EE | $1,952 | $3,246-39.9% | $4,395-55.6% | $4,027-51.5% |
| Admin fee / account holder | $6,419 | $4,395+46.0% | $5,329+20.5% | $5,403+18.8% |