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 | $206,209 | $115,770+78.1% | $101,248+103.7% | $158,922+29.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 7.43% | 56.14%-48.7pp | 46.47%-39.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,116 | $4,175-49.3% | $3,660-42.2% | $4,761-55.5% |
| Participant deferral / active EE | $26,483 | $4,957+434.2% | $4,370+506.0% | $5,982+342.7% |
| Admin fee / account holder | $20,383 | $7,245+181.3% | $5,945+242.8% | $11,246+81.2% |