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 5-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 | $195,593 | $114,381+71.0% | $107,525+81.9% | $142,382+37.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 10.36% | 242.71%-232.3pp | 181.32%-171.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,287 | $4,015-43.0% | $3,754-39.1% | $4,299-46.8% |
| Participant deferral / active EE | $19,507 | $5,564+250.6% | $5,116+281.3% | $6,507+199.8% |
| Admin fee / account holder | $112,800 | $9,860+1044.0% | $8,919+1164.8% | $12,624+793.6% |