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 4-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 | $119,717 | $127,065-5.8% | $113,168+5.8% | $142,382-15.9% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | -27.61% | 24.03%-51.6pp | 24.27%-51.9pp | 217.08%-244.7pp |
| Employer contribution / active EE | $22,682 | $3,442+559.0% | $2,975+662.4% | $4,299+427.6% |
| Participant deferral / active EE | $2,194 | $5,716-61.6% | $5,107-57.0% | $6,507-66.3% |
| Admin fee / account holder | $26,141 | $15,736+66.1% | $12,068+116.6% | $12,624+107.1% |