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 | $124,396 | $115,770+7.5% | $101,248+22.9% | $158,922-21.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 3.12% | 56.14%-53.0pp | 46.47%-43.4pp | 302.83%-299.7pp |
| Employer contribution / active EE | $23,622 | $4,175+465.9% | $3,660+545.5% | $4,761+396.1% |
| Participant deferral / active EE | $2,121 | $4,957-57.2% | $4,370-51.5% | $5,982-64.5% |
| Admin fee / account holder | $8,181 | $7,245+12.9% | $5,945+37.6% | $11,246-27.2% |