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 | $8,567 | $32,117-73.3% | $71,086-87.9% | $64,186-86.7% |
| Participation rate | 36.7% | 42.7%-6.0pp | 54.7%-17.9pp | 69.6%-32.9pp |
| Annual return | -12.05% | -5.57%-6.5pp | 650.59%-662.6pp | 7.63%-19.7pp |
| Employer contribution / active EE | $582 | $712-18.3% | $1,088-46.5% | $2,381-75.6% |
| Participant deferral / active EE | $1,962 | $1,263+55.4% | $1,874+4.7% | $3,470-43.4% |
| Admin fee / account holder | $1,142 | $2,759-58.6% | $3,082-62.9% | $4,888-76.6% |