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 | $121,933 | $171,865-29.1% | $149,718-18.6% | $147,584-17.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 9.00% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,045 | $6,275-51.5% | $5,445-44.1% | $4,876-37.6% |
| Participant deferral / active EE | $7,115 | $7,271-2.1% | $6,569+8.3% | $5,439+30.8% |
| Admin fee / account holder | $1,087 | $13,799-92.1% | $11,283-90.4% | $10,885-90.0% |