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 3-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 | $37,730 | $180,749-79.1% | $160,784-76.5% | $137,256-72.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | -11.10% | 2234.46%-2245.6pp | 1803.92%-1815.0pp | 220.34%-231.4pp |
| Employer contribution / active EE | $629 | $4,155-84.9% | $3,733-83.2% | $4,156-84.9% |
| Participant deferral / active EE | $1,770 | $6,844-74.1% | $6,293-71.9% | $6,407-72.4% |
| Admin fee / account holder | $33,697 | $10,397+224.1% | $9,717+246.8% | $12,270+174.6% |