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 4-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 | $138,523 | $88,710+56.2% | $81,783+69.4% | $145,959-5.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.64% | 1027.26%-1018.6pp | 775.05%-766.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $370 | $3,083-88.0% | $2,913-87.3% | $4,661-92.1% |
| Participant deferral / active EE | $3,076 | $4,645-33.8% | $4,320-28.8% | $6,689-54.0% |
| Admin fee / account holder | $993 | $8,407-88.2% | $7,380-86.6% | $13,398-92.6% |