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 | $45,087 | $87,540-48.5% | $75,781-40.5% | $125,391-64.0% |
| Participation rate | 22.2% | 80.2%-57.9pp | 75.8%-53.6pp | 83.2%-61.0pp |
| Annual return | -8.90% | 13.48%-22.4pp | 9.68%-18.6pp | 282.22%-291.1pp |
| Employer contribution / active EE | $3,427 | $3,930-12.8% | $3,323+3.1% | $4,866-29.6% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21,462 | $6,502+230.1% | $5,299+305.0% | $9,540+125.0% |