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 | $96,285 | $214,378-55.1% | $200,582-52.0% | $142,382-32.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 7.88% | 46.41%-38.5pp | 42.33%-34.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $5,595 | $6,841-18.2% | $6,419-12.8% | $4,299+30.2% |
| Participant deferral / active EE | $15,556 | $9,865+57.7% | $9,331+66.7% | $6,507+139.1% |
| Admin fee / account holder | $108,604 | $17,692+513.9% | $16,305+566.1% | $12,624+760.3% |