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 | $110,645 | $70,756+56.4% | $65,493+68.9% | $142,382-22.3% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 10.59% | 1754.89%-1744.3pp | 982.45%-971.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,502 | $2,881-13.1% | $2,574-2.8% | $4,299-41.8% |
| Participant deferral / active EE | $10,053 | $4,637+116.8% | $3,961+153.8% | $6,507+54.5% |
| Admin fee / account holder | $72,522 | $6,559+1005.7% | $5,028+1342.3% | $12,624+474.5% |