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 | $122,266 | $165,335-26.0% | $149,696-18.3% | $158,922-23.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | -5.38% | 348.15%-353.5pp | 276.60%-282.0pp | 302.83%-308.2pp |
| Employer contribution / active EE | $4,025 | $5,103-21.1% | $4,644-13.3% | $4,761-15.5% |
| Participant deferral / active EE | $8,240 | $7,181+14.7% | $6,842+20.4% | $5,982+37.7% |
| Admin fee / account holder | $79,499 | $10,807+635.7% | $9,309+754.0% | $11,246+606.9% |