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 | $125,681 | $58,208+115.9% | $81,812+53.6% | $80,856+55.4% |
| Participation rate | 58.7% | 63.4%-4.7pp | 72.3%-13.6pp | 67.6%-8.9pp |
| Annual return | 9.22% | 41.66%-32.4pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,549 | $2,340+8.9% | $2,912-12.5% | $2,755-7.5% |
| Participant deferral / active EE | $4,646 | $3,281+41.6% | $4,319+7.6% | $4,296+8.2% |
| Admin fee / account holder | $15,267 | $4,981+206.5% | $7,386+106.7% | $6,918+120.7% |