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 | $19,566 | $133,922-85.4% | $116,228-83.2% | $142,382-86.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | -41.01% | 147.76%-188.8pp | 90.06%-131.1pp | 217.08%-258.1pp |
| Employer contribution / active EE | $10,461 | $3,446+203.6% | $2,994+249.3% | $4,299+143.3% |
| Participant deferral / active EE | $27,808 | $5,672+390.3% | $4,953+461.4% | $6,507+327.3% |
| Admin fee / account holder | $75,384 | $14,945+404.4% | $11,989+528.8% | $12,624+497.2% |