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 8-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 | $3,302 | $27,641-88.1% | $61,373-94.6% | $68,494-95.2% |
| Participation rate | 31.7% | 39.5%-7.8pp | 52.6%-20.9pp | 67.9%-36.2pp |
| Annual return | -21.17% | -13.24%-7.9pp | 338.61%-359.8pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $383 | $1,263-69.7% | $2,125-82.0% | $4,027-90.5% |
| Admin fee / account holder | $1,051 | $2,010-47.7% | $2,130-50.7% | $5,403-80.5% |