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 5-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 | $63,340 | $56,199+12.7% | $67,652-6.4% | $59,632+6.2% |
| Participation rate | 63.8% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | -3.34% | 18505.31%-18508.6pp | 6625.04%-6628.4pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,640 | $1,614+1.6% | $2,266-27.6% | $2,203-25.5% |
| Participant deferral / active EE | $2,979 | $2,844+4.8% | $3,560-16.3% | $3,192-6.7% |
| Admin fee / account holder | $543 | $3,958-86.3% | $4,821-88.7% | $4,297-87.4% |