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 4-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 | $133,518 | $159,602-16.3% | $150,045-11.0% | $142,382-6.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 11.19% | 70.24%-59.0pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,675 | $4,961-25.9% | $4,693-21.7% | $4,299-14.5% |
| Participant deferral / active EE | $17,664 | $8,310+112.6% | $7,997+120.9% | $6,507+171.5% |
| Admin fee / account holder | $53,486 | $14,846+260.3% | $13,435+298.1% | $12,624+323.7% |