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 3-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 | $186,730 | $185,822+0.5% | $169,993+9.8% | $139,434+33.9% |
| Participation rate | 64.7% | 87.8%-23.1pp | 87.0%-22.3pp | 80.3%-15.6pp |
| Annual return | -17.74% | 60.50%-78.2pp | 53.37%-71.1pp | 372.94%-390.7pp |
| Employer contribution / active EE | $12,815 | $7,590+68.8% | $6,785+88.9% | $4,751+169.7% |
| Participant deferral / active EE | $8,957 | $11,622-22.9% | $10,408-13.9% | $6,710+33.5% |
| Admin fee / account holder | $501 | $15,381-96.7% | $12,815-96.1% | $11,403-95.6% |