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 | $237,518 | $166,020+43.1% | $164,866+44.1% | $145,959+62.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.24% | 100.08%-92.8pp | 69.97%-62.7pp | 561.95%-554.7pp |
| Employer contribution / active EE | $17,306 | $5,275+228.1% | $4,343+298.5% | $4,661+271.3% |
| Participant deferral / active EE | $10,167 | $6,961+46.1% | $6,033+68.5% | $6,689+52.0% |
| Admin fee / account holder | $170,310 | $16,644+923.2% | $12,689+1242.2% | $13,398+1171.2% |