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 5-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 | $16,319 | $82,286-80.2% | $68,791-76.3% | $134,475-87.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.0%-14.5pp | 81.2%-26.7pp |
| Annual return | -37.02% | -2.19%-34.8pp | -6.38%-30.6pp | 417.96%-455.0pp |
| Employer contribution / active EE | $1,768 | $3,301-46.4% | $2,655-33.4% | $4,740-62.7% |
| Participant deferral / active EE | $3,885 | $4,739-18.0% | $3,941-1.4% | $6,400-39.3% |
| Admin fee / account holder | $2,625 | $6,481-59.5% | $4,932-46.8% | $11,426-77.0% |