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 | $39,106 | $165,335-76.3% | $149,696-73.9% | $158,922-75.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 1.84% | 348.15%-346.3pp | 276.60%-274.8pp | 302.83%-301.0pp |
| Employer contribution / active EE | $1,469 | $5,103-71.2% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $3,751 | $7,181-47.8% | $6,842-45.2% | $5,982-37.3% |
| Admin fee / account holder | $16,649 | $10,807+54.1% | $9,309+78.9% | $11,246+48.1% |