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 | $42,828 | $165,335-74.1% | $149,696-71.4% | $158,922-73.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | -1.12% | 348.15%-349.3pp | 276.60%-277.7pp | 302.83%-303.9pp |
| Employer contribution / active EE | $1,014 | $5,103-80.1% | $4,644-78.2% | $4,761-78.7% |
| Participant deferral / active EE | $3,234 | $7,181-55.0% | $6,842-52.7% | $5,982-45.9% |
| Admin fee / account holder | $149,109 | $10,807+1279.8% | $9,309+1501.8% | $11,246+1225.9% |