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 | $17,418 | $59,805-70.9% | $79,550-78.1% | $68,494-74.6% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.5%-32.0pp | 67.9%-30.4pp |
| Annual return | -21.24% | -12.30%-8.9pp | 0.16%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,074 | $1,505-28.6% | $2,413-55.5% | $2,596-58.6% |
| Participant deferral / active EE | $2,012 | $3,024-33.5% | $3,985-49.5% | $4,027-50.0% |
| Admin fee / account holder | $712 | $4,835-85.3% | $6,832-89.6% | $5,403-86.8% |