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 | $80,067 | $85,766-6.6% | $136,294-41.3% | $70,131+14.2% |
| Participation rate | 62.1% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 14.19% | 31.45%-17.3pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,256 | $2,966+9.8% | $4,695-30.7% | $2,342+39.0% |
| Participant deferral / active EE | $6,067 | $5,051+20.1% | $6,247-2.9% | $3,332+82.1% |
| Admin fee / account holder | $16,632 | $5,420+206.8% | $9,243+79.9% | $4,645+258.0% |