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 | $35,081 | $180,449-80.6% | $154,107-77.2% | $135,375-74.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -15.93% | 888.09%-904.0pp | 735.12%-751.0pp | 519.73%-535.7pp |
| Employer contribution / active EE | $12,908 | $6,035+113.9% | $5,298+143.7% | $4,779+170.1% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $700 | $16,143-95.7% | $13,411-94.8% | $10,827-93.5% |