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 | $22,092 | $56,199-60.7% | $67,652-67.3% | $59,632-63.0% |
| Participation rate | 56.0% | 71.5%-15.5pp | 75.7%-19.7pp | 68.7%-12.7pp |
| Annual return | -3.45% | 18505.31%-18508.8pp | 6625.04%-6628.5pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $688 | $1,614-57.4% | $2,266-69.6% | $2,203-68.8% |
| Participant deferral / active EE | $1,247 | $2,844-56.2% | $3,560-65.0% | $3,192-60.9% |
| Admin fee / account holder | $1,309 | $3,958-66.9% | $4,821-72.8% | $4,297-69.5% |