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 | $43,970 | $180,028-75.6% | $138,135-68.2% | $158,922-72.3% |
| Participation rate | 66.7% | 82.2%-15.6pp | 78.7%-12.0pp | 82.0%-15.3pp |
| Annual return | -2.99% | 21.68%-24.7pp | 20.51%-23.5pp | 302.83%-305.8pp |
| Employer contribution / active EE | $3,556 | $7,470-52.4% | $5,587-36.4% | $4,761-25.3% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $42,832 | $17,912+139.1% | $11,856+261.3% | $11,246+280.9% |