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 | $82,974 | $64,707+28.2% | $112,228-26.1% | $68,494+21.1% |
| Participation rate | 59.3% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.6pp |
| Annual return | -19.71% | -11.40%-8.3pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,919 | $2,746-30.1% | $3,635-47.2% | $2,596-26.1% |
| Participant deferral / active EE | $5,476 | $3,565+53.6% | $4,728+15.8% | $4,027+36.0% |
| Admin fee / account holder | $2,356 | $5,232-55.0% | $6,410-63.3% | $5,403-56.4% |