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 | $64,462 | $113,339-43.1% | $94,993-32.1% | $147,584-56.3% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | -5.53% | 20.77%-26.3pp | 27.12%-32.7pp | 578.55%-584.1pp |
| Employer contribution / active EE | $2,724 | $3,160-13.8% | $2,603+4.6% | $4,876-44.1% |
| Participant deferral / active EE | $15,600 | $3,777+313.0% | $3,317+370.3% | $5,439+186.8% |
| Admin fee / account holder | $10,905 | $6,063+79.9% | $4,960+119.8% | $10,885+0.2% |