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 | $120,602 | $82,664+45.9% | $125,339-3.8% | $68,494+76.1% |
| Participation rate | 46.2% | 75.0%-28.9pp | 82.4%-36.2pp | 67.9%-21.7pp |
| Annual return | -22.10% | -5.97%-16.1pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,364 | $3,381-30.1% | $4,814-50.9% | $2,596-8.9% |
| Participant deferral / active EE | $5,515 | $6,110-9.7% | $7,446-25.9% | $4,027+36.9% |
| Admin fee / account holder | $3,432 | $6,275-45.3% | $10,010-65.7% | $5,403-36.5% |