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 | $33,613 | $152,587-78.0% | $125,175-73.1% | $152,861-78.0% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.4%-26.9pp |
| Annual return | 0.58% | 54.84%-54.3pp | 43.79%-43.2pp | 345.32%-344.7pp |
| Employer contribution / active EE | $1,240 | $4,946-74.9% | $3,865-67.9% | $4,762-74.0% |
| Participant deferral / active EE | $2,361 | $5,868-59.8% | $4,937-52.2% | $5,850-59.6% |
| Admin fee / account holder | $28,846 | $13,434+114.7% | $9,702+197.3% | $11,596+148.7% |