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 | $122,380 | $96,305+27.1% | $80,569+51.9% | $139,434-12.2% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 9.05% | 1350.08%-1341.0pp | 935.43%-926.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $2,130 | $3,262-34.7% | $2,723-21.8% | $4,751-55.2% |
| Participant deferral / active EE | $4,582 | $5,232-12.4% | $4,447+3.0% | $6,710-31.7% |
| Admin fee / account holder | $1,165 | $6,599-82.3% | $5,377-78.3% | $11,403-89.8% |