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 | $124,792 | $58,208+114.4% | $81,812+52.5% | $80,856+54.3% |
| Participation rate | 61.4% | 63.4%-2.0pp | 72.3%-10.9pp | 67.6%-6.2pp |
| Annual return | 10.03% | 41.66%-31.6pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $526 | $2,340-77.5% | $2,912-81.9% | $2,755-80.9% |
| Participant deferral / active EE | $2,784 | $3,281-15.1% | $4,319-35.5% | $4,296-35.2% |
| Admin fee / account holder | $8,134 | $4,981+63.3% | $7,386+10.1% | $6,918+17.6% |