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 | $139,428 | $154,117-9.5% | $129,995+7.3% | $139,4340% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 2.26% | 32.48%-30.2pp | -137.18%+139.4pp | 372.94%-370.7pp |
| Employer contribution / active EE | $1,482 | $5,289-72.0% | $4,320-65.7% | $4,751-68.8% |
| Participant deferral / active EE | $5,430 | $6,710-19.1% | $5,820-6.7% | $6,710-19.1% |
| Admin fee / account holder | $122,837 | $14,007+777.0% | $10,614+1057.3% | $11,403+977.3% |