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 | $228,345 | $98,750+131.2% | $149,696+52.5% | $79,858+185.9% |
| Participation rate | 3.3% | 75.8%-72.4pp | 82.5%-79.1pp | 69.6%-66.3pp |
| Annual return | -101.11% | 27.43%-128.5pp | 276.60%-377.7pp | 31.71%-132.8pp |
| Employer contribution / active EE | $3,195 | $3,216-0.7% | $4,644-31.2% | $2,471+29.3% |
| Participant deferral / active EE | $8,655 | $5,680+52.4% | $6,842+26.5% | $3,740+131.4% |
| Admin fee / account holder | $106,374 | $6,053+1657.5% | $9,309+1042.7% | $5,306+1904.7% |