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 | $33,403 | $90,503-63.1% | $78,689-57.6% | $273,961-87.8% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | -1.38% | 75.60%-77.0pp | 62.18%-63.6pp | 41.45%-42.8pp |
| Employer contribution / active EE | $345 | $3,176-89.1% | $2,851-87.9% | $4,869-92.9% |
| Participant deferral / active EE | $753 | $3,901-80.7% | $3,517-78.6% | $5,287-85.8% |
| Admin fee / account holder | $63,605 | $5,263+1108.5% | $4,510+1310.2% | $10,132+527.8% |