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 | $88,672+97.7% | $105,223+66.6% | $82,448+112.6% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 11.27% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $6,232 | $3,048+104.5% | $3,689+68.9% | $2,551+144.3% |
| Participant deferral / active EE | $9,589 | $4,036+137.6% | $5,072+89.1% | $4,139+131.6% |
| Admin fee / account holder | $16,005 | $7,146+124.0% | $8,859+80.7% | $7,234+121.2% |