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 | $119,038 | $80,968+47.0% | $96,544+23.3% | $75,163+58.4% |
| Participation rate | 14.3% | 71.8%-57.5pp | 76.0%-61.7pp | 67.2%-52.9pp |
| Annual return | -58.10% | 27.06%-85.2pp | 25.84%-83.9pp | 160.62%-218.7pp |
| Employer contribution / active EE | $853 | $2,282-62.6% | $2,965-71.2% | $2,670-68.0% |
| Participant deferral / active EE | $3,412 | $3,928-13.1% | $4,851-29.7% | $4,125-17.3% |
| Admin fee / account holder | $116,454 | $6,724+1631.8% | $8,252+1311.2% | $5,651+1960.8% |