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 | $35,854 | $98,240-63.5% | $82,313-56.4% | $147,584-75.7% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | -7.66% | 30.85%-38.5pp | 25.88%-33.5pp | 578.55%-586.2pp |
| Employer contribution / active EE | $1,956 | $3,192-38.7% | $2,428-19.4% | $4,876-59.9% |
| Participant deferral / active EE | $5,487 | $4,383+25.2% | $3,706+48.1% | $5,439+0.9% |
| Admin fee / account holder | $5,800 | $8,563-32.3% | $5,608+3.4% | $10,885-46.7% |