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 5-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 | $24,186 | $74,888-67.7% | $71,209-66.0% | $142,382-83.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | -2.00% | 345.14%-347.1pp | 282.51%-284.5pp | 217.08%-219.1pp |
| Employer contribution / active EE | $1,027 | $2,854-64.0% | $2,721-62.2% | $4,299-76.1% |
| Participant deferral / active EE | $7,285 | $4,454+63.5% | $4,175+74.5% | $6,507+11.9% |
| Admin fee / account holder | $72,990 | $5,568+1210.8% | $5,349+1264.6% | $12,624+478.2% |