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 | $53,838 | $90,503-40.5% | $78,689-31.6% | $273,961-80.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | -10.35% | 75.60%-86.0pp | 62.18%-72.5pp | 41.45%-51.8pp |
| Employer contribution / active EE | $4,407 | $3,176+38.8% | $2,851+54.6% | $4,869-9.5% |
| Participant deferral / active EE | $9,112 | $3,901+133.6% | $3,517+159.1% | $5,287+72.3% |
| Admin fee / account holder | $1,314 | $5,263-75.0% | $4,510-70.9% | $10,132-87.0% |