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 | $23,050 | $56,199-59.0% | $67,652-65.9% | $59,632-61.3% |
| Participation rate | 51.9% | 71.5%-19.6pp | 75.7%-23.8pp | 68.7%-16.8pp |
| Annual return | -7.56% | 18505.31%-18512.9pp | 6625.04%-6632.6pp | 2041.28%-2048.8pp |
| Employer contribution / active EE | $3,099 | $1,614+92.0% | $2,266+36.8% | $2,203+40.7% |
| Participant deferral / active EE | $2,403 | $2,844-15.5% | $3,560-32.5% | $3,192-24.7% |
| Admin fee / account holder | $1,960 | $3,958-50.5% | $4,821-59.3% | $4,297-54.4% |