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 | $104,312 | $150,440-30.7% | $136,294-23.5% | $147,584-29.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 2.01% | 1049.08%-1047.1pp | 5155.94%-5153.9pp | 578.55%-576.5pp |
| Employer contribution / active EE | $4,400 | $5,256-16.3% | $4,695-6.3% | $4,876-9.8% |
| Participant deferral / active EE | $4,400 | $6,630-33.6% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $145,365 | $10,905+1233.0% | $9,243+1472.6% | $10,885+1235.4% |