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 8-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 | $80,324 | $76,000+5.7% | $154,107-47.9% | $64,186+25.1% |
| Participation rate | 63.0% | 70.4%-7.4pp | 83.0%-20.0pp | 69.6%-6.5pp |
| Annual return | -10.25% | 30.32%-40.6pp | 735.12%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,398 | $3,351-28.4% | $5,298-54.7% | $2,381+0.7% |
| Participant deferral / active EE | $5,652 | $3,175+78.0% | $5,081+11.2% | $3,470+62.9% |
| Admin fee / account holder | $3,887 | $5,596-30.5% | $13,411-71.0% | $4,888-20.5% |