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 | $105,312 | $105,181+0.1% | $159,436-33.9% | $85,850+22.7% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.8%-26.6pp | 69.3%-13.1pp |
| Annual return | -28.55% | 45.07%-73.6pp | 263.57%-292.1pp | 318.53%-347.1pp |
| Employer contribution / active EE | $8,285 | $3,318+149.7% | $4,829+71.6% | $2,565+223.0% |
| Participant deferral / active EE | $6,825 | $5,945+14.8% | $7,352-7.2% | $3,952+72.7% |
| Admin fee / account holder | $1,076 | $6,933-84.5% | $10,799-90.0% | $6,260-82.8% |