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 | $37,304 | $90,503-58.8% | $78,689-52.6% | $273,961-86.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | -1.86% | 75.60%-77.5pp | 62.18%-64.0pp | 41.45%-43.3pp |
| Employer contribution / active EE | $2,080 | $3,176-34.5% | $2,851-27.0% | $4,869-57.3% |
| Participant deferral / active EE | $3,774 | $3,901-3.3% | $3,517+7.3% | $5,287-28.6% |
| Admin fee / account holder | $9,740 | $5,263+85.1% | $4,510+115.9% | $10,132-3.9% |