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 | $127,741 | $58,512+118.3% | $84,015+52.0% | $72,985+75.0% |
| Participation rate | 43.9% | 61.2%-17.3pp | 69.0%-25.1pp | 69.5%-25.6pp |
| Annual return | -3.05% | 28.93%-32.0pp | 71.31%-74.4pp | 81.00%-84.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,208 | $2,394-49.5% | $3,239-62.7% | $3,607-66.5% |
| Admin fee / account holder | $4,409 | $4,569-3.5% | $6,101-27.7% | $5,124-14.0% |