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 | $161,200 | $99,921+61.3% | $85,009+89.6% | $145,959+10.4% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.0pp | 80.3%-41.8pp |
| Annual return | 7.78% | 83.89%-76.1pp | 66.47%-58.7pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,514 | $3,233-53.2% | $2,728-44.5% | $4,661-67.5% |
| Participant deferral / active EE | $4,264 | $5,293-19.4% | $4,522-5.7% | $6,689-36.2% |
| Admin fee / account holder | $21,986 | $7,252+203.2% | $6,153+257.3% | $13,398+64.1% |