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 | $190,368 | $167,307+13.8% | $143,757+32.4% | $134,475+41.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.14% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $5,920 | $5,619+5.4% | $4,951+19.6% | $4,740+24.9% |
| Participant deferral / active EE | $8,060 | $6,446+25.0% | $5,637+43.0% | $6,400+25.9% |
| Admin fee / account holder | $2,508 | $18,088-86.1% | $14,673-82.9% | $11,426-78.0% |