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 | $107,903 | $69,763+54.7% | $67,502+59.9% | $74,495+44.8% |
| Participation rate | 59.5% | 71.4%-11.8pp | 72.9%-13.3pp | 67.2%-7.7pp |
| Annual return | 10.04% | -40.34%+50.4pp | 3512.12%-3502.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,695 | $2,704-0.3% | $2,731-1.3% | $2,623+2.7% |
| Participant deferral / active EE | $3,701 | $3,636+1.8% | $4,000-7.5% | $4,346-14.8% |
| Admin fee / account holder | $19,096 | $896+2031.6% | $3,998+377.7% | $1,942+883.5% |