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 | $60,402 | $88,707-31.9% | $74,183-18.6% | $273,961-78.0% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.6%-32.2pp | 83.0%-38.6pp |
| Annual return | -0.05% | 11.94%-12.0pp | 17.74%-17.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,617 | $3,159-48.8% | $2,370-31.8% | $4,869-66.8% |
| Participant deferral / active EE | $5,337 | $4,212+26.7% | $3,550+50.4% | $5,287+0.9% |
| Admin fee / account holder | $53,822 | $8,717+517.5% | $5,586+863.6% | $10,132+431.2% |