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 | $17,291 | $95,862-82.0% | $79,550-78.3% | $134,475-87.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -23.50% | -2.69%-20.8pp | 0.16%-23.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,460 | $3,128-21.3% | $2,413+2.0% | $4,740-48.1% |
| Participant deferral / active EE | $4,184 | $4,693-10.8% | $3,985+5.0% | $6,400-34.6% |
| Admin fee / account holder | $24,404 | $9,126+167.4% | $6,832+257.2% | $11,426+113.6% |