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 8-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 | $35,617 | $56,199-36.6% | $67,652-47.4% | $59,632-40.3% |
| Participation rate | 32.4% | 71.5%-39.1pp | 75.7%-43.3pp | 68.7%-36.3pp |
| Annual return | -5.12% | 18505.31%-18510.4pp | 6625.04%-6630.2pp | 2041.28%-2046.4pp |
| Employer contribution / active EE | $617 | $1,614-61.8% | $2,266-72.8% | $2,203-72.0% |
| Participant deferral / active EE | $2,272 | $2,844-20.1% | $3,560-36.2% | $3,192-28.8% |
| Admin fee / account holder | $15,512 | $3,958+291.9% | $4,821+221.8% | $4,297+261.0% |