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 | $9,508 | $88,594-89.3% | $70,092-86.4% | $134,475-92.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -21.56% | 442.67%-464.2pp | 190.73%-212.3pp | 417.96%-439.5pp |
| Employer contribution / active EE | $3,072 | $3,233-5.0% | $2,559+20.1% | $4,740-35.2% |
| Participant deferral / active EE | $3,072 | $4,772-35.6% | $3,849-20.2% | $6,400-52.0% |
| Admin fee / account holder | $4,465 | $10,441-57.2% | $6,267-28.7% | $11,426-60.9% |