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 | $161,581 | $88,710+82.1% | $81,783+97.6% | $145,959+10.7% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.4%-50.9pp | 80.3%-58.9pp |
| Annual return | 8.46% | 1027.26%-1018.8pp | 775.05%-766.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,406 | $3,083-54.4% | $2,913-51.7% | $4,661-69.8% |
| Participant deferral / active EE | $5,929 | $4,645+27.6% | $4,320+37.2% | $6,689-11.4% |
| Admin fee / account holder | $2,211 | $8,407-73.7% | $7,380-70.0% | $13,398-83.5% |