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 | $81,993 | $81,900+0.1% | $119,609-31.4% | $68,494+19.7% |
| Participation rate | 57.5% | 71.9%-14.4pp | 79.3%-21.8pp | 67.9%-10.4pp |
| Annual return | -21.79% | -23.82%+2.0pp | -14.97%-6.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,376 | $2,693-11.8% | $4,232-43.9% | $2,596-8.5% |
| Participant deferral / active EE | $4,074 | $4,148-1.8% | $5,602-27.3% | $4,027+1.2% |
| Admin fee / account holder | $656 | $6,582-90.0% | $10,323-93.6% | $5,403-87.9% |