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 4-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 | $153,801 | $177,572-13.4% | $154,803-0.6% | $142,382+8.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | -18.52% | 65.07%-83.6pp | 58.88%-77.4pp | 217.08%-235.6pp |
| Employer contribution / active EE | $5,000 | $4,810+3.9% | $4,305+16.1% | $4,299+16.3% |
| Participant deferral / active EE | $5,833 | $6,272-7.0% | $5,540+5.3% | $6,507-10.4% |
| Admin fee / account holder | $46,378 | $16,786+176.3% | $14,329+223.7% | $12,624+267.4% |