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 9-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 | $108,095 | $112,096-3.6% | $95,952+12.7% | $158,922-32.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 3.53% | 171.09%-167.6pp | 91.61%-88.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $4,155 | $3,198+29.9% | $2,541+63.5% | $4,761-12.7% |
| Participant deferral / active EE | $6,857 | $4,784+43.3% | $4,167+64.5% | $5,982+14.6% |
| Admin fee / account holder | $3,485 | $10,130-65.6% | $6,795-48.7% | $11,246-69.0% |