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 | $154,986 | $105,998+46.2% | $92,233+68.0% | $147,584+5.0% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 9.22% | 50.05%-40.8pp | 176.28%-167.1pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,751 | $4,333-59.6% | $3,679-52.4% | $4,876-64.1% |
| Participant deferral / active EE | $6,564 | $4,478+46.6% | $3,897+68.4% | $5,439+20.7% |
| Admin fee / account holder | $81,190 | $6,332+1182.2% | $5,194+1463.3% | $10,885+645.9% |