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 | $127,381 | $96,635+31.8% | $86,612+47.1% | $139,434-8.6% |
| Participation rate | 8.7% | 74.4%-65.7pp | 71.7%-63.0pp | 80.3%-71.6pp |
| Annual return | 8.99% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-363.9pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,957 | $4,836-59.5% | $4,438-55.9% | $6,710-70.8% |
| Admin fee / account holder | $18,769 | $6,408+192.9% | $5,614+234.3% | $11,403+64.6% |