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 | $61,543 | $99,079-37.9% | $77,999-21.1% | $273,961-77.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.5%-50.5pp | 83.0%-58.0pp |
| Annual return | 1.79% | 217.93%-216.1pp | 425.96%-424.2pp | 41.45%-39.7pp |
| Employer contribution / active EE | $605 | $3,308-81.7% | $2,470-75.5% | $4,869-87.6% |
| Participant deferral / active EE | $2,685 | $4,306-37.6% | $3,497-23.2% | $5,287-49.2% |
| Admin fee / account holder | $99,494 | $8,954+1011.2% | $5,480+1715.4% | $10,132+882.0% |