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 | $16,547 | $51,638-68.0% | $68,368-75.8% | $82,448-79.9% |
| Participation rate | 42.2% | 63.6%-21.4pp | 73.8%-31.5pp | 68.1%-25.8pp |
| Annual return | -38.08% | 37.53%-75.6pp | 292.57%-330.7pp | 41.64%-79.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,825 | $2,914-37.4% | $4,123-55.7% | $4,139-55.9% |
| Admin fee / account holder | $414 | $4,643-91.1% | $5,150-92.0% | $7,234-94.3% |