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 | $171,108 | $177,572-3.6% | $154,803+10.5% | $142,382+20.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 1.73% | 65.07%-63.3pp | 58.88%-57.2pp | 217.08%-215.3pp |
| Employer contribution / active EE | $2,657 | $4,810-44.8% | $4,305-38.3% | $4,299-38.2% |
| Participant deferral / active EE | $4,783 | $6,272-23.7% | $5,540-13.7% | $6,507-26.5% |
| Admin fee / account holder | $380,106 | $16,786+2164.5% | $14,329+2552.7% | $12,624+2911.1% |