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 | $8,576 | $45,863-81.3% | $77,024-88.9% | $68,494-87.5% |
| Participation rate | 51.9% | 55.9%-4.1pp | 67.9%-16.1pp | 67.9%-16.0pp |
| Annual return | -36.38% | 1.72%-38.1pp | 42.32%-78.7pp | -7.84%-28.5pp |
| Employer contribution / active EE | $1,405 | $1,650-14.9% | $2,812-50.1% | $2,596-45.9% |
| Participant deferral / active EE | $3,083 | $2,962+4.1% | $4,426-30.4% | $4,027-23.5% |
| Admin fee / account holder | $369 | $3,041-87.9% | $5,425-93.2% | $5,403-93.2% |