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 7-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 | $92,101 | $95,193-3.2% | $76,523+20.4% | $135,375-32.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -11.86% | 4.85%-16.7pp | -0.27%-11.6pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,779 | $3,302-15.9% | $2,647+5.0% | $4,779-41.8% |
| Participant deferral / active EE | $12,314 | $4,639+165.4% | $3,835+221.1% | $5,609+119.5% |
| Admin fee / account holder | $12,432 | $6,249+99.0% | $4,848+156.4% | $10,827+14.8% |