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 | $96,984 | $83,337+16.4% | $67,834+43.0% | $273,961-64.6% |
| Participation rate | 62.5% | 76.4%-13.9pp | 68.8%-6.3pp | 83.0%-20.5pp |
| Annual return | -2.51% | 259.45%-262.0pp | 138.47%-141.0pp | 41.45%-44.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,569 | $4,088-37.2% | $3,160-18.7% | $5,287-51.4% |
| Admin fee / account holder | $476 | $6,752-92.9% | $4,622-89.7% | $10,132-95.3% |