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 | $238,461 | $202,318+17.9% | $172,739+38.0% | $152,861+56.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 7.15% | 1029.65%-1022.5pp | 802.84%-795.7pp | 345.32%-338.2pp |
| Employer contribution / active EE | $1,780 | $5,856-69.6% | $5,143-65.4% | $4,762-62.6% |
| Participant deferral / active EE | $2,363 | $5,948-60.3% | $5,198-54.5% | $5,850-59.6% |
| Admin fee / account holder | $981 | $17,109-94.3% | $13,954-93.0% | $11,596-91.5% |