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 | $62,132 | $49,177+26.3% | $79,464-21.8% | $64,186-3.2% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | -8.77% | -1.16%-7.6pp | 718.14%-726.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $448 | $2,076-78.4% | $2,800-84.0% | $2,381-81.2% |
| Participant deferral / active EE | $1,528 | $2,821-45.8% | $3,704-58.7% | $3,470-55.9% |
| Admin fee / account holder | $6,254 | $3,839+62.9% | $5,113+22.3% | $4,888+27.9% |