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 | $93,723 | $59,805+56.7% | $79,550+17.8% | $68,494+36.8% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.5%-22.8pp | 67.9%-21.2pp |
| Annual return | -21.74% | -12.30%-9.4pp | 0.16%-21.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,439 | $1,505-4.4% | $2,413-40.4% | $2,596-44.6% |
| Participant deferral / active EE | $5,730 | $3,024+89.4% | $3,985+43.8% | $4,027+42.3% |
| Admin fee / account holder | $2,692 | $4,835-44.3% | $6,832-60.6% | $5,403-50.2% |