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 | $5,418 | $74,888-92.8% | $71,209-92.4% | $142,382-96.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | -2.07% | 345.14%-347.2pp | 282.51%-284.6pp | 217.08%-219.1pp |
| Employer contribution / active EE | $3,556 | $2,854+24.6% | $2,721+30.7% | $4,299-17.3% |
| Participant deferral / active EE | $4,900 | $4,454+10.0% | $4,175+17.4% | $6,507-24.7% |
| Admin fee / account holder | $120,796 | $5,568+2069.3% | $5,349+2158.4% | $12,624+856.9% |