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 | $150,877 | $86,286+74.9% | $111,297+35.6% | $85,850+75.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 9.34% | 19.99%-10.6pp | 54.65%-45.3pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,873 | $2,043-8.3% | $2,731-31.4% | $2,565-27.0% |
| Participant deferral / active EE | $4,592 | $3,641+26.1% | $4,487+2.3% | $3,952+16.2% |
| Admin fee / account holder | $21,405 | $8,188+161.4% | $7,964+168.8% | $6,260+241.9% |