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 9-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 | $8,501 | $48,265-82.4% | $68,791-87.6% | $68,494-87.6% |
| Participation rate | 21.3% | 60.7%-39.3pp | 69.0%-47.7pp | 67.9%-46.5pp |
| Annual return | -35.41% | -12.71%-22.7pp | -6.38%-29.0pp | -7.84%-27.6pp |
| Employer contribution / active EE | $340 | $1,829-81.4% | $2,655-87.2% | $2,596-86.9% |
| Participant deferral / active EE | $2,253 | $2,867-21.4% | $3,941-42.8% | $4,027-44.1% |
| Admin fee / account holder | $1,905 | $4,355-56.3% | $4,932-61.4% | $5,403-64.7% |