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 | $155,933 | $90,503+72.3% | $78,689+98.2% | $273,961-43.1% |
| Participation rate | 47.6% | 76.5%-28.9pp | 73.6%-25.9pp | 83.0%-35.4pp |
| Annual return | -0.63% | 75.60%-76.2pp | 62.18%-62.8pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,598 | $3,176-49.7% | $2,851-43.9% | $4,869-67.2% |
| Participant deferral / active EE | $3,001 | $3,901-23.1% | $3,517-14.7% | $5,287-43.2% |
| Admin fee / account holder | $1,168 | $5,263-77.8% | $4,510-74.1% | $10,132-88.5% |