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 | $63,816 | $106,890-40.3% | $84,015-24.0% | $152,861-58.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | -1.66% | 104.99%-106.6pp | 71.31%-73.0pp | 345.32%-347.0pp |
| Employer contribution / active EE | $435 | $2,734-84.1% | $1,983-78.1% | $4,762-90.9% |
| Participant deferral / active EE | $1,747 | $4,011-56.5% | $3,239-46.1% | $5,850-70.1% |
| Admin fee / account holder | $26,568 | $8,285+220.7% | $6,101+335.5% | $11,596+129.1% |