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 | $70,096 | $144,119-51.4% | $117,854-40.5% | $147,584-52.5% |
| Participation rate | 16.7% | 83.4%-66.8pp | 79.7%-63.0pp | 82.8%-66.2pp |
| Annual return | -43.62% | 531.15%-574.8pp | 335.08%-378.7pp | 578.55%-622.2pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,769 | $5,316-66.7% | $4,482-60.5% | $5,439-67.5% |
| Admin fee / account holder | $19,555 | $10,886+79.6% | $8,020+143.8% | $10,885+79.6% |