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 8-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 | $193,560 | $48,265+301.0% | $68,791+181.4% | $68,494+182.6% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -19.74% | -12.71%-7.0pp | -6.38%-13.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,240 | $1,829+22.5% | $2,655-15.7% | $2,596-13.7% |
| Participant deferral / active EE | $6,399 | $2,867+123.2% | $3,941+62.4% | $4,027+58.9% |
| Admin fee / account holder | $11,546 | $4,355+165.1% | $4,932+134.1% | $5,403+113.7% |