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 | $242,239 | $88,751+172.9% | $81,812+196.1% | $145,922+66.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 7.94% | 1025.40%-1017.5pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $347 | $3,083-88.8% | $2,912-88.1% | $4,660-92.6% |
| Participant deferral / active EE | $6,046 | $4,643+30.2% | $4,319+40.0% | $6,688-9.6% |
| Admin fee / account holder | $2,019 | $8,415-76.0% | $7,386-72.7% | $13,397-84.9% |