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 | $137,027 | $70,669+93.9% | $169,368-19.1% | $75,163+82.3% |
| Participation rate | 51.3% | 64.8%-13.5pp | 77.1%-25.9pp | 67.2%-15.9pp |
| Annual return | -3.66% | 36.36%-40.0pp | 405.60%-409.3pp | 160.62%-164.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,171 | $4,311-3.2% | $6,221-33.0% | $4,125+1.1% |
| Admin fee / account holder | $8,781 | $5,402+62.5% | $9,003-2.5% | $5,651+55.4% |