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 | $179,102 | $86,929+106.0% | $102,423+74.9% | $80,856+121.5% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.6%-2.8pp |
| Annual return | 9.57% | 18.88%-9.3pp | 29.32%-19.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,881 | $2,369+21.6% | $3,023-4.7% | $2,755+4.6% |
| Participant deferral / active EE | $7,696 | $4,118+86.9% | $5,053+52.3% | $4,296+79.2% |
| Admin fee / account holder | $81,263 | $8,049+909.6% | $9,451+759.9% | $6,918+1074.7% |