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 | $46,758 | $48,570-3.7% | $130,648-64.2% | $72,985-35.9% |
| Participation rate | 49.0% | 58.6%-9.6pp | 71.7%-22.7pp | 69.5%-20.5pp |
| Annual return | -0.07% | 38.63%-38.7pp | 1708.96%-1709.0pp | 81.00%-81.1pp |
| Employer contribution / active EE | $998 | $1,334-25.2% | $4,092-75.6% | $2,440-59.1% |
| Participant deferral / active EE | $1,520 | $2,384-36.2% | $3,603-57.8% | $3,607-57.9% |
| Admin fee / account holder | $3,195 | $3,549-10.0% | $5,464-41.5% | $5,124-37.7% |