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 9-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 | $55,224 | $150,440-63.3% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 3.49% | 1049.08%-1045.6pp | 5155.94%-5152.4pp | 578.55%-575.1pp |
| Employer contribution / active EE | $5,972 | $5,256+13.6% | $4,695+27.2% | $4,876+22.5% |
| Participant deferral / active EE | $7,676 | $6,630+15.8% | $6,247+22.9% | $5,439+41.1% |
| Admin fee / account holder | $35,669 | $10,905+227.1% | $9,243+285.9% | $10,885+227.7% |