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 | $236,055 | $209,411+12.7% | $178,490+32.3% | $158,922+48.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -4.25% | 188.75%-193.0pp | 151.07%-155.3pp | 302.83%-307.1pp |
| Employer contribution / active EE | $2,300 | $5,706-59.7% | $5,011-54.1% | $4,761-51.7% |
| Participant deferral / active EE | $2,850 | $5,954-52.1% | $5,202-45.2% | $5,982-52.4% |
| Admin fee / account holder | $776 | $17,074-95.5% | $13,984-94.5% | $11,246-93.1% |