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 | $145,982 | $159,602-8.5% | $150,045-2.7% | $142,382+2.5% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.3%-60.1pp | 80.1%-57.9pp |
| Annual return | 2.13% | 70.24%-68.1pp | 62.55%-60.4pp | 217.08%-214.9pp |
| Employer contribution / active EE | $1,797 | $4,961-63.8% | $4,693-61.7% | $4,299-58.2% |
| Participant deferral / active EE | $3,595 | $8,310-56.7% | $7,997-55.0% | $6,507-44.8% |
| Admin fee / account holder | $724 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |