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 10-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 | $89,242 | $171,865-48.1% | $149,718-40.4% | $147,584-39.5% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 8.37% | 2113.22%-2104.8pp | 1501.63%-1493.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,585 | $6,275-74.7% | $5,445-70.9% | $4,876-67.5% |
| Participant deferral / active EE | $2,769 | $7,271-61.9% | $6,569-57.9% | $5,439-49.1% |
| Admin fee / account holder | $1,854 | $13,799-86.6% | $11,283-83.6% | $10,885-83.0% |