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 | $174,253 | $209,411-16.8% | $178,490-2.4% | $158,922+9.6% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 3.59% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,572 | $5,706-72.4% | $5,011-68.6% | $4,761-67.0% |
| Participant deferral / active EE | $4,458 | $5,954-25.1% | $5,202-14.3% | $5,982-25.5% |
| Admin fee / account holder | $1,082 | $17,074-93.7% | $13,984-92.3% | $11,246-90.4% |