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 10-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 | $9,556 | $26,549-64.0% | $61,373-84.4% | $66,914-85.7% |
| Participation rate | 13.9% | 38.1%-24.2pp | 52.6%-38.7pp | 69.8%-55.9pp |
| Annual return | -20.23% | -16.21%-4.0pp | 338.61%-358.8pp | 1.58%-21.8pp |
| Employer contribution / active EE | $209 | $651-67.9% | $1,159-82.0% | $2,544-91.8% |
| Participant deferral / active EE | $450 | $1,338-66.4% | $2,125-78.8% | $4,237-89.4% |
| Admin fee / account holder | $778 | $409+90.3% | $2,130-63.5% | $593+31.1% |