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 | $99,294 | $150,440-34.0% | $136,294-27.1% | $147,584-32.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.10% | 1049.08%-1041.0pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $4,300 | $5,256-18.2% | $4,695-8.4% | $4,876-11.8% |
| Participant deferral / active EE | $7,254 | $6,630+9.4% | $6,247+16.1% | $5,439+33.4% |
| Admin fee / account holder | $565 | $10,905-94.8% | $9,243-93.9% | $10,885-94.8% |