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 | $24,193 | $99,341-75.6% | $84,750-71.5% | $273,961-91.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | -3.46% | 22.93%-26.4pp | 22.78%-26.2pp | 41.45%-44.9pp |
| Employer contribution / active EE | $2,788 | $4,214-33.8% | $3,574-22.0% | $4,869-42.7% |
| Participant deferral / active EE | $1,319 | $4,269-69.1% | $3,712-64.5% | $5,287-75.1% |
| Admin fee / account holder | $512 | $6,644-92.3% | $5,332-90.4% | $10,132-95.0% |