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 9-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 | $96,489 | $53,162+81.5% | $91,220+5.8% | $68,494+40.9% |
| Participation rate | 61.5% | 63.2%-1.7pp | 73.2%-11.7pp | 67.9%-6.3pp |
| Annual return | -24.88% | -3.14%-21.7pp | 114.01%-138.9pp | -7.84%-17.0pp |
| Employer contribution / active EE | $2,256 | $1,709+32.0% | $2,850-20.8% | $2,596-13.1% |
| Participant deferral / active EE | $5,538 | $2,974+86.2% | $4,234+30.8% | $4,027+37.5% |
| Admin fee / account holder | $1,174 | $4,493-73.9% | $5,420-78.3% | $5,403-78.3% |