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 | $116,569 | $111,814+4.3% | $103,374+12.8% | $145,959-20.1% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 8.72% | 24.77%-16.1pp | 24.89%-16.2pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,108 | $4,214-50.0% | $3,869-45.5% | $4,661-54.8% |
| Participant deferral / active EE | $5,841 | $5,618+4.0% | $5,058+15.5% | $6,689-12.7% |
| Admin fee / account holder | $1,038 | $9,754-89.4% | $8,394-87.6% | $13,398-92.3% |