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 9-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 | $20,868 | $43,723-52.3% | $121,196-82.8% | $64,186-67.5% |
| Participation rate | 57.7% | 58.3%-0.6pp | 71.7%-14.1pp | 69.6%-11.9pp |
| Annual return | -9.12% | 68.91%-78.0pp | 16.93%-26.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,150 | $1,296-11.3% | $4,022-71.4% | $2,381-51.7% |
| Participant deferral / active EE | $2,579 | $2,280+13.1% | $3,344-22.9% | $3,470-25.7% |
| Admin fee / account holder | $390 | $3,501-88.9% | $5,019-92.2% | $4,888-92.0% |