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 | $51,814 | $135,952-61.9% | $123,892-58.2% | $273,961-81.1% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | -0.82% | 56.63%-57.4pp | 47.52%-48.3pp | 41.45%-42.3pp |
| Employer contribution / active EE | $1,098 | $5,170-78.8% | $4,617-76.2% | $4,869-77.5% |
| Participant deferral / active EE | $3,422 | $6,343-46.0% | $5,984-42.8% | $5,287-35.3% |
| Admin fee / account holder | $9,848 | $9,817+0.3% | $8,357+17.8% | $10,132-2.8% |