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 | $221,322 | $150,440+47.1% | $136,294+62.4% | $147,584+50.0% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 9.52% | 1049.08%-1039.6pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $7,565 | $5,256+43.9% | $4,695+61.1% | $4,876+55.1% |
| Participant deferral / active EE | $7,979 | $6,630+20.3% | $6,247+27.7% | $5,439+46.7% |
| Admin fee / account holder | $47,942 | $10,905+339.6% | $9,243+418.7% | $10,885+340.4% |