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 | $95,321 | $150,440-36.6% | $136,294-30.1% | $147,584-35.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 3.53% | 1049.08%-1045.6pp | 5155.94%-5152.4pp | 578.55%-575.0pp |
| Employer contribution / active EE | $2,685 | $5,256-48.9% | $4,695-42.8% | $4,876-44.9% |
| Participant deferral / active EE | $2,865 | $6,630-56.8% | $6,247-54.1% | $5,439-47.3% |
| Admin fee / account holder | $9,825 | $10,905-9.9% | $9,243+6.3% | $10,885-9.7% |