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 | $54,772 | $175,202-68.7% | $149,673-63.4% | $139,434-60.7% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | -2.20% | 166.71%-168.9pp | 134.42%-136.6pp | 372.94%-375.1pp |
| Employer contribution / active EE | $2,177 | $5,474-60.2% | $4,818-54.8% | $4,751-54.2% |
| Participant deferral / active EE | $3,357 | $6,519-48.5% | $5,680-40.9% | $6,710-50.0% |
| Admin fee / account holder | $2,557 | $16,150-84.2% | $13,210-80.6% | $11,403-77.6% |