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 4-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 | $9,221 | $54,705-83.1% | $71,209-87.1% | $84,808-89.1% |
| Participation rate | 29.7% | 64.1%-34.3pp | 73.8%-44.0pp | 68.3%-38.6pp |
| Annual return | -2.73% | 35.90%-38.6pp | 282.51%-285.2pp | 40.90%-43.6pp |
| Employer contribution / active EE | $544 | $2,158-74.8% | $2,721-80.0% | $2,631-79.3% |
| Participant deferral / active EE | $1,652 | $3,030-45.5% | $4,175-60.4% | $4,212-60.8% |
| Admin fee / account holder | $4,642 | $4,863-4.6% | $5,349-13.2% | $7,344-36.8% |