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 | $7,907 | $29,319-73.0% | $52,425-84.9% | $82,448-90.4% |
| Participation rate | 19.4% | 46.9%-27.4pp | 55.6%-36.2pp | 68.1%-48.6pp |
| Annual return | -5.65% | 535.20%-540.8pp | 302.12%-307.8pp | 41.64%-47.3pp |
| Employer contribution / active EE | $215 | $586-63.4% | $914-76.5% | $2,551-91.6% |
| Participant deferral / active EE | $630 | $1,171-46.2% | $1,790-64.8% | $4,139-84.8% |
| Admin fee / account holder | $3,927 | $1,962+100.2% | $2,495+57.4% | $7,234-45.7% |