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 | $175,277 | $89,753+95.3% | $107,525+63.0% | $84,808+106.7% |
| Participation rate | 62.5% | 68.1%-5.6pp | 75.1%-12.6pp | 68.3%-5.8pp |
| Annual return | 11.27% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $6,232 | $3,113+100.2% | $3,754+66.0% | $2,631+136.9% |
| Participant deferral / active EE | $9,589 | $4,056+136.4% | $5,116+87.4% | $4,212+127.7% |
| Admin fee / account holder | $16,005 | $7,222+121.6% | $8,919+79.5% | $7,344+117.9% |