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 | $42,830 | $127,386-66.4% | $115,037-62.8% | $125,391-65.8% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -5.78% | 31.28%-37.1pp | 26.14%-31.9pp | 282.22%-288.0pp |
| Employer contribution / active EE | $2,181 | $5,166-57.8% | $4,608-52.7% | $4,866-55.2% |
| Participant deferral / active EE | $6,191 | $6,423-3.6% | $6,026+2.7% | $5,352+15.7% |
| Admin fee / account holder | $27,875 | $9,516+192.9% | $8,175+241.0% | $9,540+192.2% |