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 | $43,202 | $202,432-78.7% | $169,368-74.5% | $139,434-69.0% |
| Participation rate | 64.7% | 81.1%-16.4pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | -0.04% | 531.74%-531.8pp | 405.60%-405.6pp | 372.94%-373.0pp |
| Employer contribution / active EE | $667 | $4,692-85.8% | $4,013-83.4% | $4,751-86.0% |
| Participant deferral / active EE | $1,640 | $6,938-76.4% | $6,221-73.6% | $6,710-75.6% |
| Admin fee / account holder | $5,521 | $10,708-48.4% | $9,003-38.7% | $11,403-51.6% |