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 | $159,494 | $111,754+42.7% | $103,333+54.3% | $145,922+9.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.93% | 24.77%-16.8pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,464 | $4,212-17.8% | $3,868-10.4% | $4,660-25.7% |
| Participant deferral / active EE | $6,320 | $5,619+12.5% | $5,057+25.0% | $6,688-5.5% |
| Admin fee / account holder | $129,740 | $9,750+1230.6% | $8,355+1452.9% | $13,397+868.4% |