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 | $25,770 | $114,381-77.5% | $107,525-76.0% | $142,382-81.9% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 5.23% | 242.71%-237.5pp | 181.32%-176.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,258 | $4,015-43.8% | $3,754-39.8% | $4,299-47.5% |
| Participant deferral / active EE | $4,273 | $5,564-23.2% | $5,116-16.5% | $6,507-34.3% |
| Admin fee / account holder | $167,509 | $9,860+1598.9% | $8,919+1778.2% | $12,624+1226.9% |