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 6-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 | $12,900 | $93,024-86.1% | $77,024-83.3% | $134,475-90.4% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -22.26% | 62.60%-84.9pp | 42.32%-64.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,181 | $3,418-36.2% | $2,812-22.4% | $4,740-54.0% |
| Participant deferral / active EE | $3,050 | $5,238-41.8% | $4,426-31.1% | $6,400-52.3% |
| Admin fee / account holder | $1,452 | $6,944-79.1% | $5,425-73.2% | $11,426-87.3% |