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 | $33,215 | $181,894-81.7% | $156,549-78.8% | $273,961-87.9% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | -17.77% | 30.74%-48.5pp | 32.23%-50.0pp | 41.45%-59.2pp |
| Employer contribution / active EE | $1,970 | $6,248-68.5% | $5,501-64.2% | $4,869-59.5% |
| Participant deferral / active EE | $13,786 | $5,550+148.4% | $4,871+183.0% | $5,287+160.7% |
| Admin fee / account holder | $4,029 | $15,559-74.1% | $13,027-69.1% | $10,132-60.2% |