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 6-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 | $16,519 | $59,107-72.1% | $86,436-80.9% | $68,494-75.9% |
| Participation rate | 60.6% | 75.2%-14.6pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -22.65% | -0.23%-22.4pp | 4394.89%-4417.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,206 | $2,519-12.4% | $3,769-41.5% | $2,596-15.0% |
| Participant deferral / active EE | $5,882 | $5,901-0.3% | $6,952-15.4% | $4,027+46.1% |
| Admin fee / account holder | $6,094 | $5,637+8.1% | $6,731-9.5% | $5,403+12.8% |