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 | $42,454 | $209,411-79.7% | $178,490-76.2% | $158,922-73.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -7.57% | 188.75%-196.3pp | 151.07%-158.6pp | 302.83%-310.4pp |
| Employer contribution / active EE | $4,179 | $5,706-26.8% | $5,011-16.6% | $4,761-12.2% |
| Participant deferral / active EE | $11,168 | $5,954+87.6% | $5,202+114.7% | $5,982+86.7% |
| Admin fee / account holder | $85,050 | $17,074+398.1% | $13,984+508.2% | $11,246+656.3% |