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 6-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 | $222,063 | $148,978+49.1% | $200,582+10.7% | $84,808+161.8% |
| Participation rate | 30.0% | 84.2%-54.2pp | 86.9%-56.9pp | 68.3%-38.3pp |
| Annual return | 12.61% | 28.16%-15.6pp | 42.33%-29.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,777 | $7,142-47.1% | $9,331-59.5% | $4,212-10.3% |
| Admin fee / account holder | $19,087 | $13,977+36.6% | $16,305+17.1% | $7,344+159.9% |