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 | $81,841 | $100,852-18.9% | $90,404-9.5% | $158,922-48.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 3.77% | 1724.20%-1720.4pp | 1293.02%-1289.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,691 | $4,348-15.1% | $3,963-6.9% | $5,982-38.3% |
| Admin fee / account holder | $1,010 | $6,501-84.5% | $5,611-82.0% | $11,246-91.0% |