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 8-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 | $160,997 | $183,519-12.3% | $155,509+3.5% | $145,922+10.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 4.97% | 61.17%-56.2pp | 64.67%-59.7pp | 561.29%-556.3pp |
| Employer contribution / active EE | $4,879 | $5,313-8.2% | $4,672+4.4% | $4,660+4.7% |
| Participant deferral / active EE | $7,634 | $6,462+18.1% | $5,626+35.7% | $6,688+14.1% |
| Admin fee / account holder | $2,102 | $19,313-89.1% | $15,912-86.8% | $13,397-84.3% |