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 | $136,407 | $54,705+149.3% | $71,209+91.6% | $84,808+60.8% |
| Participation rate | 46.9% | 64.1%-17.2pp | 73.8%-26.9pp | 68.3%-21.4pp |
| Annual return | 4.94% | 35.90%-31.0pp | 282.51%-277.6pp | 40.90%-36.0pp |
| Employer contribution / active EE | $8,172 | $2,158+278.7% | $2,721+200.3% | $2,631+210.6% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $52,089 | $4,863+971.0% | $5,349+873.8% | $7,344+609.3% |