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 | $64,233 | $211,958-69.7% | $169,463-62.1% | $135,375-52.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -11.38% | 3.26%-14.6pp | 1.83%-13.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,713 | $5,120-47.0% | $4,159-34.8% | $4,779-43.2% |
| Participant deferral / active EE | $2,704 | $6,075-55.5% | $5,277-48.8% | $5,609-51.8% |
| Admin fee / account holder | $1,006 | $11,471-91.2% | $9,109-89.0% | $10,827-90.7% |