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 | $203,564 | $97,757+108.2% | $83,848+142.8% | $135,375+50.4% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -11.61% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $6,246 | $4,222+48.0% | $3,631+72.0% | $4,779+30.7% |
| Participant deferral / active EE | $25,000 | $4,682+433.9% | $4,082+512.5% | $5,609+345.7% |
| Admin fee / account holder | $801 | $6,674-88.0% | $5,478-85.4% | $10,827-92.6% |