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 | $4,693 | $27,641-83.0% | $61,373-92.4% | $68,494-93.1% |
| Participation rate | 23.1% | 39.5%-16.4pp | 52.6%-29.5pp | 67.9%-44.8pp |
| Annual return | -25.55% | -13.24%-12.3pp | 338.61%-364.2pp | -7.84%-17.7pp |
| Employer contribution / active EE | $454 | $695-34.7% | $1,159-60.8% | $2,596-82.5% |
| Participant deferral / active EE | $558 | $1,263-55.8% | $2,125-73.7% | $4,027-86.1% |
| Admin fee / account holder | $1,247 | $2,010-38.0% | $2,130-41.4% | $5,403-76.9% |