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 7-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 | $13,880 | $37,393-62.9% | $77,024-82.0% | $66,914-79.3% |
| Participation rate | 15.0% | 52.9%-37.9pp | 67.9%-52.9pp | 69.8%-54.8pp |
| Annual return | -20.76% | -3.29%-17.5pp | 42.32%-63.1pp | 1.58%-22.3pp |
| Employer contribution / active EE | $308 | $1,531-79.9% | $2,812-89.0% | $2,544-87.9% |
| Participant deferral / active EE | $816 | $2,617-68.8% | $4,426-81.6% | $4,237-80.7% |
| Admin fee / account holder | $687 | $567+21.3% | $5,425-87.3% | $593+15.9% |