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 | $11,839 | $73,867-84.0% | $143,757-91.8% | $68,494-82.7% |
| Participation rate | 67.4% | 66.7%+0.8pp | 80.3%-12.9pp | 67.9%-0.4pp |
| Annual return | -22.85% | 1.01%-23.9pp | -0.04%-22.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $2,172 | $3,184-31.8% | $4,951-56.1% | $2,596-16.3% |
| Participant deferral / active EE | $4,205 | $3,384+24.3% | $5,637-25.4% | $4,027+4.4% |
| Admin fee / account holder | $435 | $5,755-92.4% | $14,673-97.0% | $5,403-91.9% |