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 | $19,233 | $83,902-77.1% | $167,512-88.5% | $84,808-77.3% |
| Participation rate | 65.4% | 66.5%-1.1pp | 77.1%-11.7pp | 68.3%-2.9pp |
| Annual return | -55.01% | 91.55%-146.6pp | 1615.79%-1670.8pp | 40.90%-95.9pp |
| Employer contribution / active EE | $1,746 | $2,264-22.9% | $3,882-55.0% | $2,631-33.6% |
| Participant deferral / active EE | $17,434 | $4,442+292.4% | $6,405+172.2% | $4,212+313.9% |
| Admin fee / account holder | $2,016 | $7,915-74.5% | $9,769-79.4% | $7,344-72.6% |