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 7-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 | $170,814 | $183,519-6.9% | $155,509+9.8% | $145,922+17.1% |
| Participation rate | 56.5% | 82.7%-26.1pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 8.20% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,396 | $5,313-73.7% | $4,672-70.1% | $4,660-70.0% |
| Participant deferral / active EE | $2,228 | $6,462-65.5% | $5,626-60.4% | $6,688-66.7% |
| Admin fee / account holder | $24,621 | $19,313+27.5% | $15,912+54.7% | $13,397+83.8% |