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 7-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 | $37,796 | $167,484-77.4% | $151,611-75.1% | $134,475-71.9% |
| Participation rate | 68.8% | 88.4%-19.6pp | 87.5%-18.7pp | 81.2%-12.5pp |
| Annual return | -23.95% | 7.80%-31.7pp | 3.33%-27.3pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,790 | $6,829-73.8% | $6,166-71.0% | $4,740-62.2% |
| Participant deferral / active EE | $4,419 | $8,986-50.8% | $8,363-47.2% | $6,400-31.0% |
| Admin fee / account holder | $342 | $13,783-97.5% | $11,616-97.1% | $11,426-97.0% |