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 | $52,577 | $99,877-47.4% | $84,966-38.1% | $145,922-64.0% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | -8.59% | 83.76%-92.4pp | 66.38%-75.0pp | 561.29%-569.9pp |
| Employer contribution / active EE | $1,304 | $3,231-59.7% | $2,727-52.2% | $4,660-72.0% |
| Participant deferral / active EE | $3,432 | $5,291-35.1% | $4,519-24.1% | $6,688-48.7% |
| Admin fee / account holder | $38,217 | $7,248+427.3% | $6,149+521.5% | $13,397+185.3% |