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 | $25,881 | $115,882-77.7% | $100,516-74.3% | $158,922-83.7% |
| Participation rate | 21.4% | 81.6%-60.1pp | 79.4%-58.0pp | 82.0%-60.5pp |
| Annual return | -6.85% | 34.79%-41.6pp | 30.89%-37.7pp | 302.83%-309.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,098 | $6,674-68.6% | $6,270-66.5% | $5,982-64.9% |
| Admin fee / account holder | $30,052 | $10,995+173.3% | $8,081+271.9% | $11,246+167.2% |