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 | $96,335 | $88,751+8.5% | $81,812+17.8% | $145,922-34.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 4.20% | 1025.40%-1021.2pp | 773.79%-769.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $3,953 | $3,083+28.2% | $2,912+35.7% | $4,660-15.2% |
| Participant deferral / active EE | $8,792 | $4,643+89.3% | $4,319+103.6% | $6,688+31.5% |
| Admin fee / account holder | $2,406 | $8,415-71.4% | $7,386-67.4% | $13,397-82.0% |