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 7-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 | $18,002 | $27,641-34.9% | $61,373-70.7% | $68,494-73.7% |
| Participation rate | 32.3% | 39.5%-7.2pp | 52.6%-20.3pp | 67.9%-35.6pp |
| Annual return | -21.52% | -13.24%-8.3pp | 338.61%-360.1pp | -7.84%-13.7pp |
| Employer contribution / active EE | $722 | $695+3.7% | $1,159-37.8% | $2,596-72.2% |
| Participant deferral / active EE | $2,168 | $1,263+71.6% | $2,125+2.0% | $4,027-46.2% |
| Admin fee / account holder | $627 | $2,010-68.8% | $2,130-70.6% | $5,403-88.4% |