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 | $111,862 | $153,772-27.3% | $133,980-16.5% | $273,961-59.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | -1.82% | 36.51%-38.3pp | 29.30%-31.1pp | 41.45%-43.3pp |
| Employer contribution / active EE | $1,826 | $6,029-69.7% | $5,211-65.0% | $4,869-62.5% |
| Participant deferral / active EE | $6,946 | $6,958-0.2% | $6,282+10.6% | $5,287+31.4% |
| Admin fee / account holder | $33,000 | $11,765+180.5% | $9,324+253.9% | $10,132+225.7% |