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 | $23,464 | $135,952-82.7% | $123,892-81.1% | $273,961-91.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | -3.23% | 56.63%-59.9pp | 47.52%-50.7pp | 41.45%-44.7pp |
| Employer contribution / active EE | $2,065 | $5,170-60.1% | $4,617-55.3% | $4,869-57.6% |
| Participant deferral / active EE | $2,733 | $6,343-56.9% | $5,984-54.3% | $5,287-48.3% |
| Admin fee / account holder | $60,999 | $9,817+521.4% | $8,357+629.9% | $10,132+502.0% |