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 | $33,318 | $150,440-77.9% | $136,294-75.6% | $147,584-77.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 9.77% | 1049.08%-1039.3pp | 5155.94%-5146.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,907 | $5,256-63.7% | $4,695-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $4,092 | $6,630-38.3% | $6,247-34.5% | $5,439-24.8% |
| Admin fee / account holder | $12,034 | $10,905+10.3% | $9,243+30.2% | $10,885+10.5% |