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 | $105,442 | $100,852+4.6% | $90,404+16.6% | $158,922-33.7% |
| Participation rate | 52.4% | 75.0%-22.6pp | 72.7%-20.3pp | 82.0%-29.6pp |
| Annual return | 5.76% | 1724.20%-1718.4pp | 1293.02%-1287.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $649 | $3,689-82.4% | $3,262-80.1% | $4,761-86.4% |
| Participant deferral / active EE | $4,380 | $4,348+0.7% | $3,963+10.5% | $5,982-26.8% |
| Admin fee / account holder | $539 | $6,501-91.7% | $5,611-90.4% | $11,246-95.2% |