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 | $205,566 | $64,707+217.7% | $112,228+83.2% | $68,494+200.1% |
| Participation rate | 26.9% | 67.2%-40.2pp | 75.1%-48.1pp | 67.9%-41.0pp |
| Annual return | -22.67% | -11.40%-11.3pp | 27.45%-50.1pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,025 | $2,746-62.7% | $3,635-71.8% | $2,596-60.5% |
| Participant deferral / active EE | $3,088 | $3,565-13.4% | $4,728-34.7% | $4,027-23.3% |
| Admin fee / account holder | $2,924 | $5,232-44.1% | $6,410-54.4% | $5,403-45.9% |