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 | $48,950 | $127,386-61.6% | $115,037-57.4% | $125,391-61.0% |
| Participation rate | 47.4% | 84.2%-36.8pp | 81.4%-34.0pp | 83.2%-35.8pp |
| Annual return | -3.50% | 31.28%-34.8pp | 26.14%-29.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,217 | $5,166-76.4% | $4,608-73.6% | $4,866-75.0% |
| Participant deferral / active EE | $2,951 | $6,423-54.1% | $6,026-51.0% | $5,352-44.9% |
| Admin fee / account holder | $19,945 | $9,516+109.6% | $8,175+144.0% | $9,540+109.1% |