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 | $91,670 | $74,888+22.4% | $71,209+28.7% | $142,382-35.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 10.18% | 345.14%-335.0pp | 282.51%-272.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,945 | $2,854+38.2% | $2,721+45.0% | $4,299-8.2% |
| Participant deferral / active EE | $10,189 | $4,454+128.7% | $4,175+144.0% | $6,507+56.6% |
| Admin fee / account holder | $202,713 | $5,568+3540.5% | $5,349+3689.9% | $12,624+1505.8% |