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 | $28,884 | $99,020-70.8% | $86,590-66.6% | $147,584-80.4% |
| Participation rate | 64.7% | 76.3%-11.6pp | 73.5%-8.8pp | 82.8%-18.1pp |
| Annual return | -1.00% | 1312.34%-1313.3pp | 964.84%-965.8pp | 578.55%-579.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,585 | $3,972+15.4% | $3,609+27.1% | $5,439-15.7% |
| Admin fee / account holder | $2,406 | $5,710-57.9% | $4,906-51.0% | $10,885-77.9% |