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 | $109,711 | $165,335-33.6% | $149,696-26.7% | $158,922-31.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | -11.80% | 348.15%-359.9pp | 276.60%-288.4pp | 302.83%-314.6pp |
| Employer contribution / active EE | $3,055 | $5,103-40.1% | $4,644-34.2% | $4,761-35.8% |
| Participant deferral / active EE | $9,774 | $7,181+36.1% | $6,842+42.9% | $5,982+63.4% |
| Admin fee / account holder | $96,207 | $10,807+790.3% | $9,309+933.5% | $11,246+755.5% |