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 6-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 | $147,866 | $167,307-11.6% | $143,757+2.9% | $134,475+10.0% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -25.50% | 0.46%-26.0pp | -0.04%-25.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $4,274 | $5,619-23.9% | $4,951-13.7% | $4,740-9.8% |
| Participant deferral / active EE | $3,393 | $6,446-47.4% | $5,637-39.8% | $6,400-47.0% |
| Admin fee / account holder | $1,929 | $18,088-89.3% | $14,673-86.9% | $11,426-83.1% |