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 | $54,205 | $76,000-28.7% | $154,107-64.8% | $64,186-15.5% |
| Participation rate | 62.5% | 70.4%-7.9pp | 83.0%-20.5pp | 69.6%-7.1pp |
| Annual return | -8.42% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,080 | $3,351-8.1% | $5,298-41.9% | $2,381+29.4% |
| Participant deferral / active EE | $4,272 | $3,175+34.6% | $5,081-15.9% | $3,470+23.1% |
| Admin fee / account holder | $5,820 | $5,596+4.0% | $13,411-56.6% | $4,888+19.1% |