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 | $90,881 | $202,318-55.1% | $172,739-47.4% | $152,861-40.5% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.4%-28.6pp |
| Annual return | 6.62% | 1029.65%-1023.0pp | 802.84%-796.2pp | 345.32%-338.7pp |
| Employer contribution / active EE | $6,334 | $5,856+8.2% | $5,143+23.2% | $4,762+33.0% |
| Participant deferral / active EE | $6,483 | $5,948+9.0% | $5,198+24.7% | $5,850+10.8% |
| Admin fee / account holder | $5,234 | $17,109-69.4% | $13,954-62.5% | $11,596-54.9% |