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 | $104,748 | $159,901-34.5% | $146,958-28.7% | $145,922-28.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 7.65% | 98.13%-90.5pp | 418.34%-410.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,686 | $5,286-49.2% | $4,933-45.6% | $4,660-42.4% |
| Participant deferral / active EE | $4,212 | $8,428-50.0% | $8,070-47.8% | $6,688-37.0% |
| Admin fee / account holder | $37,210 | $15,044+147.3% | $12,998+186.3% | $13,397+177.8% |