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 | $9,895 | $74,888-86.8% | $71,209-86.1% | $142,382-93.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | -16.22% | 345.14%-361.4pp | 282.51%-298.7pp | 217.08%-233.3pp |
| Employer contribution / active EE | $2,055 | $2,854-28.0% | $2,721-24.5% | $4,299-52.2% |
| Participant deferral / active EE | $1,962 | $4,454-55.9% | $4,175-53.0% | $6,507-69.8% |
| Admin fee / account holder | $1,846 | $5,568-66.8% | $5,349-65.5% | $12,624-85.4% |