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 | $158,781 | $56,053+183.3% | $75,972+109.0% | $80,856+96.4% |
| Participation rate | 57.5% | 62.0%-4.5pp | 69.1%-11.6pp | 67.6%-10.1pp |
| Annual return | 8.79% | 20.53%-11.7pp | 359.55%-350.8pp | 35.59%-26.8pp |
| Employer contribution / active EE | $3,365 | $1,874+79.5% | $2,685+25.3% | $2,755+22.1% |
| Participant deferral / active EE | $7,033 | $3,052+130.5% | $4,255+65.3% | $4,296+63.7% |
| Admin fee / account holder | $11,352 | $5,234+116.9% | $6,467+75.5% | $6,918+64.1% |