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 | $84,328 | $202,318-58.3% | $172,739-51.2% | $152,861-44.8% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.4%-17.7pp |
| Annual return | 9.43% | 1029.65%-1020.2pp | 802.84%-793.4pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,568 | $5,856-73.2% | $5,143-69.5% | $4,762-67.1% |
| Participant deferral / active EE | $3,676 | $5,948-38.2% | $5,198-29.3% | $5,850-37.2% |
| Admin fee / account holder | $608 | $17,109-96.4% | $13,954-95.6% | $11,596-94.8% |