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 | $21,708 | $27,641-21.5% | $61,373-64.6% | $68,494-68.3% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.2pp | 67.9%-44.6pp |
| Annual return | -22.03% | -13.24%-8.8pp | 338.61%-360.6pp | -7.84%-14.2pp |
| Employer contribution / active EE | $488 | $695-29.9% | $1,159-57.9% | $2,596-81.2% |
| Participant deferral / active EE | $2,062 | $1,263+63.2% | $2,125-3.0% | $4,027-48.8% |
| Admin fee / account holder | $328 | $2,010-83.7% | $2,130-84.6% | $5,403-93.9% |