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 | $146,927 | $156,846-6.3% | $121,098+21.3% | $139,434+5.4% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 6.00% | 1474.56%-1468.6pp | 985.75%-979.7pp | 372.94%-366.9pp |
| Employer contribution / active EE | $5,900 | $5,536+6.6% | $4,164+41.7% | $4,751+24.2% |
| Participant deferral / active EE | $5,900 | $4,844+21.8% | $4,080+44.6% | $6,710-12.1% |
| Admin fee / account holder | $32,873 | $6,946+373.3% | $5,644+482.4% | $11,403+188.3% |