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 | $3,062 | $27,641-88.9% | $61,373-95.0% | $68,494-95.5% |
| Participation rate | 68.0% | 39.5%+28.5pp | 52.6%+15.4pp | 67.9%+0.1pp |
| Annual return | -36.73% | -13.24%-23.5pp | 338.61%-375.3pp | -7.84%-28.9pp |
| Employer contribution / active EE | $426 | $695-38.8% | $1,159-63.3% | $2,596-83.6% |
| Participant deferral / active EE | $2,109 | $1,263+66.9% | $2,125-0.8% | $4,027-47.6% |
| Admin fee / account holder | $411 | $2,010-79.5% | $2,130-80.7% | $5,403-92.4% |