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 9-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 | $141,965 | $73,004+94.5% | $90,749+56.4% | $68,494+107.3% |
| Participation rate | 53.6% | 70.8%-17.3pp | 75.7%-22.1pp | 67.9%-14.3pp |
| Annual return | -19.81% | -13.81%-6.0pp | -12.16%-7.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,722 | $2,193+24.1% | $2,921-6.8% | $2,596+4.8% |
| Participant deferral / active EE | $2,722 | $3,627-25.0% | $4,564-40.4% | $4,027-32.4% |
| Admin fee / account holder | $13,835 | $5,896+134.7% | $8,445+63.8% | $5,403+156.1% |