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 9-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 | $137,968 | $185,822-25.8% | $169,993-18.8% | $139,434-1.1% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 7.06% | 60.50%-53.4pp | 53.37%-46.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $3,500 | $7,590-53.9% | $6,785-48.4% | $4,751-26.3% |
| Participant deferral / active EE | $7,000 | $11,622-39.8% | $10,408-32.7% | $6,710+4.3% |
| Admin fee / account holder | $16,501 | $15,381+7.3% | $12,815+28.8% | $11,403+44.7% |