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 | $108,401 | $150,440-27.9% | $136,294-20.5% | $147,584-26.5% |
| Participation rate | 23.8% | 84.4%-60.6pp | 81.9%-58.1pp | 82.8%-59.0pp |
| Annual return | 10.20% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $924 | $5,256-82.4% | $4,695-80.3% | $4,876-81.1% |
| Participant deferral / active EE | $2,115 | $6,630-68.1% | $6,247-66.1% | $5,439-61.1% |
| Admin fee / account holder | $57,997 | $10,905+431.8% | $9,243+527.4% | $10,885+432.8% |