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 6-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 | $202,490 | $175,202+15.6% | $149,673+35.3% | $139,434+45.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 4.22% | 166.71%-162.5pp | 134.42%-130.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $2,603 | $5,474-52.4% | $4,818-46.0% | $4,751-45.2% |
| Participant deferral / active EE | $5,165 | $6,519-20.8% | $5,680-9.1% | $6,710-23.0% |
| Admin fee / account holder | $3,356 | $16,150-79.2% | $13,210-74.6% | $11,403-70.6% |