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 | $57,529 | $197,591-70.9% | $177,821-67.6% | $158,922-63.8% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | -2.31% | 58.76%-61.1pp | 48.32%-50.6pp | 302.83%-305.1pp |
| Employer contribution / active EE | $3,465 | $6,697-48.3% | $5,918-41.5% | $4,761-27.2% |
| Participant deferral / active EE | $5,379 | $8,405-36.0% | $7,714-30.3% | $5,982-10.1% |
| Admin fee / account holder | $30,124 | $15,399+95.6% | $12,427+142.4% | $11,246+167.9% |