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 5-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 | $7,838 | $27,641-71.6% | $61,373-87.2% | $68,494-88.6% |
| Participation rate | 24.2% | 39.5%-15.2pp | 52.6%-28.3pp | 67.9%-43.6pp |
| Annual return | -24.62% | -13.24%-11.4pp | 338.61%-363.2pp | -7.84%-16.8pp |
| Employer contribution / active EE | $609 | $695-12.5% | $1,159-47.5% | $2,596-76.6% |
| Participant deferral / active EE | $1,063 | $1,263-15.9% | $2,125-50.0% | $4,027-73.6% |
| Admin fee / account holder | $517 | $2,010-74.3% | $2,130-75.7% | $5,403-90.4% |