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 | $70,169 | $54,350+29.1% | $82,719-15.2% | $68,494+2.4% |
| Participation rate | 57.0% | 63.9%-7.0pp | 72.6%-15.6pp | 67.9%-10.9pp |
| Annual return | -23.74% | -13.67%-10.1pp | 701.18%-724.9pp | -7.84%-15.9pp |
| Employer contribution / active EE | $3,541 | $2,218+59.6% | $3,009+17.7% | $2,596+36.4% |
| Participant deferral / active EE | $8,945 | $3,246+175.6% | $4,395+103.5% | $4,027+122.1% |
| Admin fee / account holder | $2,335 | $4,395-46.9% | $5,329-56.2% | $5,403-56.8% |