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 | $185,705 | $88,751+109.2% | $81,812+127.0% | $145,922+27.3% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.3%-30.7pp | 80.3%-38.6pp |
| Annual return | 9.03% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $804 | $3,083-73.9% | $2,912-72.4% | $4,660-82.7% |
| Participant deferral / active EE | $5,014 | $4,643+8.0% | $4,319+16.1% | $6,688-25.0% |
| Admin fee / account holder | $306 | $8,415-96.4% | $7,386-95.9% | $13,397-97.7% |