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 8-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 | $83,138 | $159,602-47.9% | $150,045-44.6% | $142,382-41.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 6.31% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,305 | $4,961-53.5% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $15,650 | $8,310+88.3% | $7,997+95.7% | $6,507+140.5% |
| Admin fee / account holder | $127,635 | $14,846+759.7% | $13,435+850.0% | $12,624+911.1% |