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 | $190,575 | $150,440+26.7% | $136,294+39.8% | $147,584+29.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 4.14% | 1049.08%-1044.9pp | 5155.94%-5151.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $1,639 | $5,256-68.8% | $4,695-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $2,640 | $6,630-60.2% | $6,247-57.7% | $5,439-51.5% |
| Admin fee / account holder | $1,751 | $10,905-83.9% | $9,243-81.1% | $10,885-83.9% |