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 | $9,704 | $27,641-64.9% | $61,373-84.2% | $68,494-85.8% |
| Participation rate | 19.4% | 39.5%-20.1pp | 52.6%-33.2pp | 67.9%-48.5pp |
| Annual return | -41.82% | -13.24%-28.6pp | 338.61%-380.4pp | -7.84%-34.0pp |
| Employer contribution / active EE | $441 | $695-36.5% | $1,159-61.9% | $2,596-83.0% |
| Participant deferral / active EE | $1,204 | $1,263-4.7% | $2,125-43.3% | $4,027-70.1% |
| Admin fee / account holder | $1,653 | $2,010-17.7% | $2,130-22.4% | $5,403-69.4% |