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 5-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 | $219,618 | $102,382+114.5% | $147,005+49.4% | $80,874+171.6% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.2%-20.3pp | 67.6%-5.7pp |
| Annual return | 11.80% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $3,727 | $3,715+0.3% | $4,934-24.5% | $2,756+35.3% |
| Participant deferral / active EE | $7,918 | $6,646+19.1% | $8,070-1.9% | $4,297+84.3% |
| Admin fee / account holder | $20,745 | $7,942+161.2% | $13,006+59.5% | $6,935+199.1% |