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 | $13,731 | $45,863-70.1% | $77,024-82.2% | $68,494-80.0% |
| Participation rate | 35.5% | 55.9%-20.4pp | 67.9%-32.4pp | 67.9%-32.4pp |
| Annual return | -27.28% | 1.72%-29.0pp | 42.32%-69.6pp | -7.84%-19.4pp |
| Employer contribution / active EE | $1,157 | $1,650-29.9% | $2,812-58.9% | $2,596-55.4% |
| Participant deferral / active EE | $3,213 | $2,962+8.5% | $4,426-27.4% | $4,027-20.2% |
| Admin fee / account holder | $1,100 | $3,041-63.8% | $5,425-79.7% | $5,403-79.6% |