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 | $167,767 | $49,922+236.1% | $80,569+108.2% | $75,163+123.2% |
| Participation rate | 57.1% | 55.3%+1.8pp | 67.0%-9.9pp | 67.2%-10.0pp |
| Annual return | 13.39% | 34.69%-21.3pp | 935.43%-922.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,048 | $2,990+102.2% | $4,447+36.0% | $4,125+46.6% |
| Admin fee / account holder | $7,502 | $3,577+109.7% | $5,377+39.5% | $5,651+32.8% |