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 | $34,799 | $86,699-59.9% | $73,307-52.5% | $125,391-72.2% |
| Participation rate | 59.1% | 78.6%-19.5pp | 74.9%-15.8pp | 83.2%-24.1pp |
| Annual return | -4.20% | 2.78%-7.0pp | 5.67%-9.9pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,009 | $4,152-75.7% | $3,237-68.8% | $4,866-79.3% |
| Participant deferral / active EE | $3,355 | $5,550-39.6% | $4,991-32.8% | $5,352-37.3% |
| Admin fee / account holder | $14,319 | $7,771+84.3% | $5,637+154.0% | $9,540+50.1% |