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 | $17,323 | $100,852-82.8% | $90,404-80.8% | $158,922-89.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -2.86% | 1724.20%-1727.1pp | 1293.02%-1295.9pp | 302.83%-305.7pp |
| Employer contribution / active EE | $880 | $3,689-76.1% | $3,262-73.0% | $4,761-81.5% |
| Participant deferral / active EE | $1,591 | $4,348-63.4% | $3,963-59.9% | $5,982-73.4% |
| Admin fee / account holder | $12,937 | $6,501+99.0% | $5,611+130.6% | $11,246+15.0% |