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 | $118,545 | $27,915+324.7% | $58,482+102.7% | $75,163+57.7% |
| Participation rate | 27.9% | 38.8%-10.9pp | 50.9%-22.9pp | 67.2%-39.3pp |
| Annual return | 5.58% | 44.20%-38.6pp | 4239.32%-4233.7pp | 160.62%-155.0pp |
| Employer contribution / active EE | $999 | $669+49.3% | $1,053-5.2% | $2,670-62.6% |
| Participant deferral / active EE | $2,155 | $1,201+79.4% | $1,924+12.0% | $4,125-47.8% |
| Admin fee / account holder | $4,286 | $1,726+148.4% | $2,516+70.4% | $5,651-24.1% |