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 | $159,508 | $167,307-4.7% | $143,757+11.0% | $134,475+18.6% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -20.46% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,572 | $5,619-36.4% | $4,951-27.9% | $4,740-24.6% |
| Participant deferral / active EE | $4,243 | $6,446-34.2% | $5,637-24.7% | $6,400-33.7% |
| Admin fee / account holder | $15,721 | $18,088-13.1% | $14,673+7.1% | $11,426+37.6% |