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 | $103,077 | $65,409+57.6% | $98,442+4.7% | $85,850+20.1% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.3%-36.0pp |
| Annual return | 11.22% | 21.76%-10.5pp | 1492.73%-1481.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $244 | $2,168-88.7% | $2,960-91.8% | $2,565-90.5% |
| Participant deferral / active EE | $1,485 | $3,166-53.1% | $4,276-65.3% | $3,952-62.4% |
| Admin fee / account holder | $9,570 | $4,593+108.4% | $5,949+60.9% | $6,260+52.9% |