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 6-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 | $29,561 | $95,862-69.2% | $79,550-62.8% | $134,475-78.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -22.03% | -2.69%-19.3pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $594 | $3,128-81.0% | $2,413-75.4% | $4,740-87.5% |
| Participant deferral / active EE | $8,408 | $4,693+79.2% | $3,985+111.0% | $6,400+31.4% |
| Admin fee / account holder | $513 | $9,126-94.4% | $6,832-92.5% | $11,426-95.5% |