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 | $101,709 | $227,553-55.3% | $189,557-46.3% | $167,490-39.3% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | -2.90% | 78.40%-81.3pp | 64.17%-67.1pp | 478.56%-481.5pp |
| Employer contribution / active EE | $2,715 | $5,316-48.9% | $4,412-38.5% | $4,837-43.9% |
| Participant deferral / active EE | $8,085 | $7,002+15.5% | $6,174+31.0% | $6,341+27.5% |
| Admin fee / account holder | $19,660 | $11,878+65.5% | $9,807+100.5% | $12,309+59.7% |