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 | $13,976 | $82,286-83.0% | $68,791-79.7% | $134,475-89.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -23.17% | -2.19%-21.0pp | -6.38%-16.8pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,794 | $3,301-45.7% | $2,655-32.5% | $4,740-62.2% |
| Participant deferral / active EE | $2,829 | $4,739-40.3% | $3,941-28.2% | $6,400-55.8% |
| Admin fee / account holder | $2,946 | $6,481-54.5% | $4,932-40.3% | $11,426-74.2% |