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 | $67,906 | $162,781-58.3% | $133,956-49.3% | $158,922-57.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | -3.03% | 41.94%-45.0pp | 45.09%-48.1pp | 302.83%-305.9pp |
| Employer contribution / active EE | $3,899 | $4,975-21.6% | $3,919-0.5% | $4,761-18.1% |
| Participant deferral / active EE | $5,007 | $5,911-15.3% | $5,048-0.8% | $5,982-16.3% |
| Admin fee / account holder | $663 | $11,736-94.3% | $8,927-92.6% | $11,246-94.1% |