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 | $35,419 | $82,664-57.2% | $125,339-71.7% | $68,494-48.3% |
| Participation rate | 69.0% | 75.0%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -21.33% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $3,027 | $3,381-10.5% | $4,814-37.1% | $2,596+16.6% |
| Participant deferral / active EE | $6,324 | $6,110+3.5% | $7,446-15.1% | $4,027+57.0% |
| Admin fee / account holder | $3,395 | $6,275-45.9% | $10,010-66.1% | $5,403-37.2% |