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 | $163,800 | $162,781+0.6% | $133,956+22.3% | $158,922+3.1% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | -1.38% | 41.94%-43.3pp | 45.09%-46.5pp | 302.83%-304.2pp |
| Employer contribution / active EE | $1,149 | $4,975-76.9% | $3,919-70.7% | $4,761-75.9% |
| Participant deferral / active EE | $3,188 | $5,911-46.1% | $5,048-36.8% | $5,982-46.7% |
| Admin fee / account holder | $567 | $11,736-95.2% | $8,927-93.7% | $11,246-95.0% |