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 3-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 | $117,853 | $57,541+104.8% | $95,745+23.1% | $75,163+56.8% |
| Participation rate | 62.1% | 62.5%-0.4pp | 72.3%-10.1pp | 67.2%-5.1pp |
| Annual return | -26.96% | 34.93%-61.9pp | 28.35%-55.3pp | 160.62%-187.6pp |
| Employer contribution / active EE | $877 | $1,808-51.5% | $2,835-69.0% | $2,670-67.1% |
| Participant deferral / active EE | $3,508 | $3,074+14.1% | $4,245-17.4% | $4,125-15.0% |
| Admin fee / account holder | $14,229 | $4,099+247.2% | $5,678+150.6% | $5,651+151.8% |