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 | $16,839 | $93,024-81.9% | $77,024-78.1% | $134,475-87.5% |
| Participation rate | 35.3% | 74.5%-39.2pp | 67.9%-32.6pp | 81.2%-45.9pp |
| Annual return | -25.80% | 62.60%-88.4pp | 42.32%-68.1pp | 417.96%-443.8pp |
| Employer contribution / active EE | $1,841 | $3,418-46.1% | $2,812-34.5% | $4,740-61.2% |
| Participant deferral / active EE | $3,147 | $5,238-39.9% | $4,426-28.9% | $6,400-50.8% |
| Admin fee / account holder | $1,158 | $6,944-83.3% | $5,425-78.7% | $11,426-89.9% |