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 | $190,039 | $150,440+26.3% | $136,294+39.4% | $147,584+28.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 7.29% | 1049.08%-1041.8pp | 5155.94%-5148.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,143 | $6,630+37.9% | $6,247+46.4% | $5,439+68.1% |
| Admin fee / account holder | $9,902 | $10,905-9.2% | $9,243+7.1% | $10,885-9.0% |