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 | $78,633 | $110,094-28.6% | $151,611-48.1% | $68,494+14.8% |
| Participation rate | 57.7% | 84.0%-26.3pp | 87.5%-29.8pp | 67.9%-10.2pp |
| Annual return | -18.63% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,646 | $4,471-63.2% | $6,166-73.3% | $2,596-36.6% |
| Participant deferral / active EE | $5,123 | $6,527-21.5% | $8,363-38.7% | $4,027+27.2% |
| Admin fee / account holder | $9,199 | $7,719+19.2% | $11,616-20.8% | $5,403+70.3% |