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 | $64,147 | $202,318-68.3% | $172,739-62.9% | $152,861-58.0% |
| Participation rate | 54.2% | 87.1%-32.9pp | 82.6%-28.5pp | 82.4%-28.3pp |
| Annual return | 7.40% | 1029.65%-1022.3pp | 802.84%-795.4pp | 345.32%-337.9pp |
| Employer contribution / active EE | $1,660 | $5,856-71.7% | $5,143-67.7% | $4,762-65.1% |
| Participant deferral / active EE | $3,182 | $5,948-46.5% | $5,198-38.8% | $5,850-45.6% |
| Admin fee / account holder | $19,022 | $17,109+11.2% | $13,954+36.3% | $11,596+64.0% |