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 5-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 | $7,953 | $27,641-71.2% | $61,373-87.0% | $68,494-88.4% |
| Participation rate | 25.6% | 39.5%-13.9pp | 52.6%-27.0pp | 67.9%-42.3pp |
| Annual return | -24.11% | -13.24%-10.9pp | 338.61%-362.7pp | -7.84%-16.3pp |
| Employer contribution / active EE | $412 | $695-40.7% | $1,159-64.5% | $2,596-84.1% |
| Participant deferral / active EE | $1,290 | $1,263+2.2% | $2,125-39.3% | $4,027-68.0% |
| Admin fee / account holder | $1,778 | $2,010-11.5% | $2,130-16.5% | $5,403-67.1% |