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 | $12,385 | $48,265-74.3% | $68,791-82.0% | $68,494-81.9% |
| Participation rate | 25.7% | 60.7%-35.0pp | 69.0%-43.3pp | 67.9%-42.2pp |
| Annual return | -19.65% | -12.71%-6.9pp | -6.38%-13.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,156 | $1,829-36.8% | $2,655-56.5% | $2,596-55.5% |
| Participant deferral / active EE | $2,288 | $2,867-20.2% | $3,941-41.9% | $4,027-43.2% |
| Admin fee / account holder | $12,948 | $4,355+197.3% | $4,932+162.5% | $5,403+139.7% |