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 | $109,691 | $72,404+51.5% | $110,238-0.5% | $64,186+70.9% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.3pp |
| Annual return | -15.58% | -6.29%-9.3pp | 314.74%-330.3pp | 7.63%-23.2pp |
| Employer contribution / active EE | $1,231 | $2,282-46.0% | $3,826-67.8% | $2,381-48.3% |
| Participant deferral / active EE | $2,049 | $3,469-40.9% | $4,672-56.1% | $3,470-41.0% |
| Admin fee / account holder | $477 | $5,664-91.6% | $8,547-94.4% | $4,888-90.2% |