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 6-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 | $157,809 | $159,901-1.3% | $146,958+7.4% | $145,922+8.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.35% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,139 | $5,286-59.5% | $4,933-56.6% | $4,660-54.1% |
| Participant deferral / active EE | $5,522 | $8,428-34.5% | $8,070-31.6% | $6,688-17.4% |
| Admin fee / account holder | $16,570 | $15,044+10.1% | $12,998+27.5% | $13,397+23.7% |