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 | $106,186 | $150,440-29.4% | $136,294-22.1% | $147,584-28.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -22.92% | 1049.08%-1072.0pp | 5155.94%-5178.9pp | 578.55%-601.5pp |
| Employer contribution / active EE | $3,222 | $5,256-38.7% | $4,695-31.4% | $4,876-33.9% |
| Participant deferral / active EE | $4,445 | $6,630-33.0% | $6,247-28.8% | $5,439-18.3% |
| Admin fee / account holder | $41,974 | $10,905+284.9% | $9,243+354.1% | $10,885+285.6% |