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 | $146,694 | $167,307-12.3% | $143,757+2.0% | $134,475+9.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.04% | 0.46%-25.5pp | -0.04%-25.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $9,774 | $5,619+73.9% | $4,951+97.4% | $4,740+106.2% |
| Participant deferral / active EE | $5,956 | $6,446-7.6% | $5,637+5.7% | $6,400-6.9% |
| Admin fee / account holder | $1,768 | $18,088-90.2% | $14,673-87.9% | $11,426-84.5% |