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 10-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 | $135,305 | $167,307-19.1% | $143,757-5.9% | $134,475+0.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -35.71% | 0.46%-36.2pp | -0.04%-35.7pp | 417.96%-453.7pp |
| Employer contribution / active EE | $8,689 | $5,619+54.6% | $4,951+75.5% | $4,740+83.3% |
| Participant deferral / active EE | $7,733 | $6,446+20.0% | $5,637+37.2% | $6,400+20.8% |
| Admin fee / account holder | $3,264 | $18,088-82.0% | $14,673-77.8% | $11,426-71.4% |