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 | $45,359 | $114,381-60.3% | $107,525-57.8% | $142,382-68.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | -1.26% | 242.71%-244.0pp | 181.32%-182.6pp | 217.08%-218.3pp |
| Employer contribution / active EE | $2,890 | $4,015-28.0% | $3,754-23.0% | $4,299-32.8% |
| Participant deferral / active EE | $5,892 | $5,564+5.9% | $5,116+15.2% | $6,507-9.5% |
| Admin fee / account holder | $91,705 | $9,860+830.1% | $8,919+928.2% | $12,624+626.5% |