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 | $111,249 | $88,751+25.3% | $81,812+36.0% | $145,922-23.8% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.3%-36.6pp | 80.3%-44.6pp |
| Annual return | 8.89% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,367 | $3,083-55.7% | $2,912-53.1% | $4,660-70.7% |
| Participant deferral / active EE | $3,670 | $4,643-21.0% | $4,319-15.0% | $6,688-45.1% |
| Admin fee / account holder | $949 | $8,415-88.7% | $7,386-87.2% | $13,397-92.9% |