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 7-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 | $135,438 | $115,770+17.0% | $101,248+33.8% | $158,922-14.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 6.60% | 56.14%-49.5pp | 46.47%-39.9pp | 302.83%-296.2pp |
| Employer contribution / active EE | $7,071 | $4,175+69.4% | $3,660+93.2% | $4,761+48.5% |
| Participant deferral / active EE | $6,796 | $4,957+37.1% | $4,370+55.5% | $5,982+13.6% |
| Admin fee / account holder | $20,707 | $7,245+185.8% | $5,945+248.3% | $11,246+84.1% |