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 | $136,892 | $110,257+24.2% | $96,544+41.8% | $139,434-1.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 8.41% | 26.32%-17.9pp | 25.84%-17.4pp | 372.94%-364.5pp |
| Employer contribution / active EE | $16,667 | $3,620+360.4% | $2,965+462.1% | $4,751+250.8% |
| Participant deferral / active EE | $16,667 | $5,548+200.4% | $4,851+243.6% | $6,710+148.4% |
| Admin fee / account holder | $758 | $11,591-93.5% | $8,252-90.8% | $11,403-93.4% |