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 | $104,972 | $123,793-15.2% | $177,821-41.0% | $79,858+31.4% |
| Participation rate | 63.0% | 84.7%-21.7pp | 87.7%-24.8pp | 69.6%-6.7pp |
| Annual return | -4.48% | 22.82%-27.3pp | 48.32%-52.8pp | 31.71%-36.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,714 | $5,956-37.7% | $7,714-51.9% | $3,740-0.7% |
| Admin fee / account holder | $9,681 | $7,243+33.7% | $12,427-22.1% | $5,306+82.4% |