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 8-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 | $170,708 | $884,045-80.7% | $453,369-62.3% | $167,490+1.9% |
| Participation rate | 20.0% | 81.6%-61.6pp | 78.0%-58.0pp | 82.1%-62.1pp |
| Annual return | -85.48% | 29.49%-115.0pp | 64.40%-149.9pp | 478.56%-564.0pp |
| Employer contribution / active EE | $1,422 | $5,538-74.3% | $4,070-65.1% | $4,837-70.6% |
| Participant deferral / active EE | $14,201 | $7,898+79.8% | $6,209+128.7% | $6,341+124.0% |
| Admin fee / account holder | $38,437 | $22,063+74.2% | $11,209+242.9% | $12,309+212.3% |