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 | $194,763 | $110,094+76.9% | $151,611+28.5% | $68,494+184.3% |
| Participation rate | 8.8% | 84.0%-75.1pp | 87.5%-78.7pp | 67.9%-59.1pp |
| Annual return | -89.53% | -10.12%-79.4pp | 3.33%-92.9pp | -7.84%-81.7pp |
| Employer contribution / active EE | $2,201 | $4,471-50.8% | $6,166-64.3% | $2,596-15.2% |
| Participant deferral / active EE | $6,309 | $6,527-3.3% | $8,363-24.6% | $4,027+56.7% |
| Admin fee / account holder | $60,223 | $7,719+680.2% | $11,616+418.4% | $5,403+1014.7% |