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 | $116,365 | $100,970+15.2% | $96,576+20.5% | $137,256-15.2% |
| Participation rate | 47.8% | 82.6%-34.8pp | 81.4%-33.6pp | 80.0%-32.1pp |
| Annual return | -8.96% | 38.16%-47.1pp | 38.47%-47.4pp | 220.34%-229.3pp |
| Employer contribution / active EE | $1,816 | $3,809-52.3% | $3,553-48.9% | $4,156-56.3% |
| Participant deferral / active EE | $4,338 | $8,286-47.7% | $7,956-45.5% | $6,407-32.3% |
| Admin fee / account holder | $1,121 | $11,312-90.1% | $11,381-90.2% | $12,270-90.9% |