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 | $78,795 | $96,956-18.7% | $70,014+12.5% | $273,961-71.2% |
| Participation rate | 27.3% | 77.1%-49.8pp | 71.8%-44.5pp | 83.0%-55.7pp |
| Annual return | -0.11% | 12.93%-13.0pp | 12.99%-13.1pp | 41.45%-41.6pp |
| Employer contribution / active EE | $651 | $3,316-80.4% | $2,338-72.2% | $4,869-86.6% |
| Participant deferral / active EE | $3,207 | $3,744-14.3% | $2,931+9.4% | $5,287-39.3% |
| Admin fee / account holder | $85,238 | $7,934+974.3% | $4,380+1845.9% | $10,132+741.3% |