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 | $110,481 | $57,281+92.9% | $86,612+27.6% | $75,163+47.0% |
| Participation rate | 61.0% | 63.2%-2.2pp | 71.7%-10.7pp | 67.2%-6.2pp |
| Annual return | 12.86% | 2670.75%-2657.9pp | 591.07%-578.2pp | 160.62%-147.8pp |
| Employer contribution / active EE | $506 | $2,314-78.1% | $3,022-83.3% | $2,670-81.0% |
| Participant deferral / active EE | $2,650 | $3,318-20.1% | $4,438-40.3% | $4,125-35.8% |
| Admin fee / account holder | $13,973 | $4,112+239.8% | $5,614+148.9% | $5,651+147.3% |