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 | $19,008 | $101,618-81.3% | $93,063-79.6% | $137,256-86.2% |
| Participation rate | 64.3% | 74.9%-10.6pp | 72.1%-7.8pp | 80.0%-15.7pp |
| Annual return | -6.97% | 223.95%-230.9pp | 34.15%-41.1pp | 220.34%-227.3pp |
| Employer contribution / active EE | $2,391 | $2,707-11.7% | $2,476-3.4% | $4,156-42.5% |
| Participant deferral / active EE | $5,518 | $4,279+29.0% | $3,958+39.4% | $6,407-13.9% |
| Admin fee / account holder | $2,621 | $6,198-57.7% | $6,033-56.6% | $12,270-78.6% |