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 | $16,708 | $44,960-62.8% | $84,966-80.3% | $74,495-77.6% |
| Participation rate | 21.2% | 49.4%-28.2pp | 67.5%-46.3pp | 67.2%-46.0pp |
| Annual return | -3.96% | 26.24%-30.2pp | 66.38%-70.3pp | 1364.94%-1368.9pp |
| Employer contribution / active EE | $833 | $1,457-42.8% | $2,727-69.4% | $2,623-68.2% |
| Participant deferral / active EE | $1,495 | $2,731-45.2% | $4,519-66.9% | $4,346-65.6% |
| Admin fee / account holder | $2,165 | $2,209-2.0% | $6,149-64.8% | $1,942+11.5% |