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 9-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 | $106,195 | $74,888+41.8% | $71,209+49.1% | $142,382-25.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 12.27% | 345.14%-332.9pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,156 | $2,854+10.6% | $2,721+16.0% | $4,299-26.6% |
| Participant deferral / active EE | $8,131 | $4,454+82.5% | $4,175+94.7% | $6,507+25.0% |
| Admin fee / account holder | $214,343 | $5,568+3749.3% | $5,349+3907.3% | $12,624+1597.9% |