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 | $11,100 | $117,690-90.6% | $71,735-84.5% | $134,475-91.7% |
| Participation rate | 14.3% | 68.8%-54.5pp | 62.3%-48.0pp | 81.2%-66.9pp |
| Annual return | -71.82% | 25.44%-97.3pp | 9.14%-81.0pp | 417.96%-489.8pp |
| Employer contribution / active EE | $158 | $2,525-93.8% | $1,704-90.8% | $4,740-96.7% |
| Participant deferral / active EE | $2,529 | $3,759-32.7% | $2,658-4.8% | $6,400-60.5% |
| Admin fee / account holder | $3,201 | $6,379-49.8% | $3,974-19.4% | $11,426-72.0% |