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 | $189,457 | $82,664+129.2% | $125,339+51.2% | $68,494+176.6% |
| Participation rate | 20.9% | 75.0%-54.1pp | 82.4%-61.4pp | 67.9%-47.0pp |
| Annual return | -43.84% | -5.97%-37.9pp | 572.05%-615.9pp | -7.84%-36.0pp |
| Employer contribution / active EE | $10,136 | $3,381+199.8% | $4,814+110.6% | $2,596+290.4% |
| Participant deferral / active EE | $3,319 | $6,110-45.7% | $7,446-55.4% | $4,027-17.6% |
| Admin fee / account holder | $413 | $6,275-93.4% | $10,010-95.9% | $5,403-92.4% |