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 | $81,067 | $167,307-51.5% | $143,757-43.6% | $134,475-39.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.70% | 0.46%-23.2pp | -0.04%-22.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,370 | $5,619-40.0% | $4,951-31.9% | $4,740-28.9% |
| Participant deferral / active EE | $15,619 | $6,446+142.3% | $5,637+177.1% | $6,400+144.1% |
| Admin fee / account holder | $636 | $18,088-96.5% | $14,673-95.7% | $11,426-94.4% |