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 | $8,369 | $27,641-69.7% | $61,373-86.4% | $68,494-87.8% |
| Participation rate | 26.7% | 39.5%-12.8pp | 52.6%-25.9pp | 67.9%-41.2pp |
| Annual return | -71.98% | -13.24%-58.7pp | 338.61%-410.6pp | -7.84%-64.1pp |
| Employer contribution / active EE | $573 | $695-17.6% | $1,159-50.6% | $2,596-77.9% |
| Participant deferral / active EE | $1,739 | $1,263+37.7% | $2,125-18.1% | $4,027-56.8% |
| Admin fee / account holder | $1,747 | $2,010-13.1% | $2,130-18.0% | $5,403-67.7% |