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 6-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 | $150,088 | $111,724+34.3% | $93,606+60.3% | $145,922+2.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 5.52% | 202.98%-197.5pp | 133.20%-127.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,560 | $3,090-49.5% | $2,420-35.5% | $4,660-66.5% |
| Participant deferral / active EE | $4,550 | $4,912-7.4% | $4,411+3.1% | $6,688-32.0% |
| Admin fee / account holder | $2,295 | $10,250-77.6% | $8,285-72.3% | $13,397-82.9% |