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 7-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 | $194,041 | $159,934+21.3% | $147,005+32.0% | $145,959+32.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.54% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,875 | $5,287-45.6% | $4,934-41.7% | $4,661-38.3% |
| Participant deferral / active EE | $5,750 | $8,427-31.8% | $8,070-28.7% | $6,689-14.0% |
| Admin fee / account holder | $2,459 | $15,053-83.7% | $13,006-81.1% | $13,398-81.6% |