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 | $38,623 | $158,398-75.6% | $126,539-69.5% | $142,382-72.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | -78.86% | 593.76%-672.6pp | 425.95%-504.8pp | 217.08%-295.9pp |
| Employer contribution / active EE | $1,406 | $4,650-69.8% | $3,674-61.7% | $4,299-67.3% |
| Participant deferral / active EE | $3,069 | $4,767-35.6% | $4,083-24.8% | $6,507-52.8% |
| Admin fee / account holder | $88,512 | $6,918+1179.4% | $6,065+1359.5% | $12,624+601.2% |