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 7-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 | $131,561 | $111,754+17.7% | $103,333+27.3% | $145,922-9.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.98% | 24.77%-18.8pp | 24.88%-18.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $7,575 | $4,212+79.8% | $3,868+95.8% | $4,660+62.6% |
| Participant deferral / active EE | $11,752 | $5,619+109.2% | $5,057+132.4% | $6,688+75.7% |
| Admin fee / account holder | $26,570 | $9,750+172.5% | $8,355+218.0% | $13,397+98.3% |