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 | $98,419 | $88,751+10.9% | $81,812+20.3% | $145,922-32.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 8.81% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,067 | $3,083-65.4% | $2,912-63.4% | $4,660-77.1% |
| Participant deferral / active EE | $1,231 | $4,643-73.5% | $4,319-71.5% | $6,688-81.6% |
| Admin fee / account holder | $389 | $8,415-95.4% | $7,386-94.7% | $13,397-97.1% |