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 | $191,684 | $150,440+27.4% | $136,294+40.6% | $147,584+29.9% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 10.34% | 1049.08%-1038.7pp | 5155.94%-5145.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,765 | $5,256-47.4% | $4,695-41.1% | $4,876-43.3% |
| Participant deferral / active EE | $9,499 | $6,630+43.3% | $6,247+52.1% | $5,439+74.7% |
| Admin fee / account holder | $691 | $10,905-93.7% | $9,243-92.5% | $10,885-93.7% |