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 8-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 | $152,014 | $107,334+41.6% | $92,893+63.6% | $152,861-0.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 7.23% | 145.58%-138.3pp | 109.41%-102.2pp | 345.32%-338.1pp |
| Employer contribution / active EE | $2,380 | $4,221-43.6% | $3,653-34.8% | $4,762-50.0% |
| Participant deferral / active EE | $26,500 | $4,845+447.0% | $4,236+525.6% | $5,850+353.0% |
| Admin fee / account holder | $19,338 | $7,079+173.2% | $5,794+233.8% | $11,596+66.8% |