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 | $24,582 | $27,641-11.1% | $61,373-59.9% | $68,494-64.1% |
| Participation rate | 6.9% | 39.5%-32.6pp | 52.6%-45.7pp | 67.9%-61.0pp |
| Annual return | -27.50% | -13.24%-14.3pp | 338.61%-366.1pp | -7.84%-19.7pp |
| Employer contribution / active EE | $185 | $695-73.4% | $1,159-84.0% | $2,596-92.9% |
| Participant deferral / active EE | $873 | $1,263-30.9% | $2,125-58.9% | $4,027-78.3% |
| Admin fee / account holder | $1,000 | $2,010-50.2% | $2,130-53.0% | $5,403-81.5% |