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 3-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 | $15,701 | $97,744-83.9% | $103,476-84.8% | $145,922-89.2% |
| Participation rate | 38.1% | 81.1%-43.0pp | 80.5%-42.4pp | 80.3%-42.2pp |
| Annual return | -7.42% | 25.41%-32.8pp | 23.90%-31.3pp | 561.29%-568.7pp |
| Employer contribution / active EE | $1,469 | $4,677-68.6% | $4,672-68.6% | $4,660-68.5% |
| Participant deferral / active EE | $2,081 | $6,603-68.5% | $6,623-68.6% | $6,688-68.9% |
| Admin fee / account holder | $1,681 | $12,515-86.6% | $9,413-82.1% | $13,397-87.4% |