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 | $70,898 | $228,332-68.9% | $185,823-61.8% | $158,922-55.4% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | -1.14% | 40.80%-41.9pp | 35.95%-37.1pp | 302.83%-304.0pp |
| Employer contribution / active EE | $1,548 | $4,967-68.8% | $4,087-62.1% | $4,761-67.5% |
| Participant deferral / active EE | $3,210 | $6,415-50.0% | $5,632-43.0% | $5,982-46.3% |
| Admin fee / account holder | $38,774 | $11,864+226.8% | $9,500+308.1% | $11,246+244.8% |