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 | $143,954 | $96,305+49.5% | $80,569+78.7% | $139,434+3.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 4.01% | 1350.08%-1346.1pp | 935.43%-931.4pp | 372.94%-368.9pp |
| Employer contribution / active EE | $1,152 | $3,262-64.7% | $2,723-57.7% | $4,751-75.8% |
| Participant deferral / active EE | $20,000 | $5,232+282.3% | $4,447+349.7% | $6,710+198.1% |
| Admin fee / account holder | $21,708 | $6,599+229.0% | $5,377+303.7% | $11,403+90.4% |