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 | $93,300 | $197,591-52.8% | $177,821-47.5% | $158,922-41.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | -5.25% | 58.76%-64.0pp | 48.32%-53.6pp | 302.83%-308.1pp |
| Employer contribution / active EE | $7,865 | $6,697+17.4% | $5,918+32.9% | $4,761+65.2% |
| Participant deferral / active EE | $11,805 | $8,405+40.5% | $7,714+53.0% | $5,982+97.3% |
| Admin fee / account holder | $118,610 | $15,399+670.2% | $12,427+854.4% | $11,246+954.7% |