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 | $71,800 | $135,952-47.2% | $123,892-42.0% | $273,961-73.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | -2.08% | 56.63%-58.7pp | 47.52%-49.6pp | 41.45%-43.5pp |
| Employer contribution / active EE | $5,782 | $5,170+11.8% | $4,617+25.2% | $4,869+18.8% |
| Participant deferral / active EE | $11,378 | $6,343+79.4% | $5,984+90.1% | $5,287+115.2% |
| Admin fee / account holder | $124,259 | $9,817+1165.7% | $8,357+1386.9% | $10,132+1126.4% |