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 | $142,208 | $108,919+30.6% | $100,391+41.7% | $145,922-2.5% |
| Participation rate | 0.0% | 82.9%-82.9pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 6.60% | 57.88%-51.3pp | 49.20%-42.6pp | 561.29%-554.7pp |
| Employer contribution / active EE | $49,187 | $4,419+1013.0% | $3,942+1147.9% | $4,660+955.6% |
| Participant deferral / active EE | $26,000 | $8,445+207.9% | $8,082+221.7% | $6,688+288.8% |
| Admin fee / account holder | $5,596 | $9,689-42.2% | $7,899-29.2% | $13,397-58.2% |