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 | $201,683 | $179,726+12.2% | $156,263+29.1% | $142,382+41.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 7.92% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,501 | $5,069-50.7% | $4,333-42.3% | $4,299-41.8% |
| Participant deferral / active EE | $11,866 | $6,956+70.6% | $6,158+92.7% | $6,507+82.4% |
| Admin fee / account holder | $395,538 | $17,272+2190.0% | $14,255+2674.8% | $12,624+3033.3% |