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 | $10,623 | $93,024-88.6% | $77,024-86.2% | $134,475-92.1% |
| Participation rate | 61.5% | 74.5%-12.9pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -22.88% | 62.60%-85.5pp | 42.32%-65.2pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,390 | $3,418-59.3% | $2,812-50.6% | $4,740-70.7% |
| Participant deferral / active EE | $2,894 | $5,238-44.7% | $4,426-34.6% | $6,400-54.8% |
| Admin fee / account holder | $551 | $6,944-92.1% | $5,425-89.8% | $11,426-95.2% |