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 | $193,051 | $76,367+152.8% | $93,606+106.2% | $72,985+164.5% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 13.10% | 25.82%-12.7pp | 32.76%-19.7pp | 81.00%-67.9pp |
| Employer contribution / active EE | $1,367 | $2,275-39.9% | $2,718-49.7% | $2,440-44.0% |
| Participant deferral / active EE | $5,190 | $3,538+46.7% | $4,069+27.5% | $3,607+43.9% |
| Admin fee / account holder | $5,349 | $6,838-21.8% | $7,888-32.2% | $5,124+4.4% |