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 | $215,451 | $93,346+130.8% | $71,796+200.1% | $273,961-21.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | -61.65% | 130.39%-192.0pp | 78.04%-139.7pp | 41.45%-103.1pp |
| Employer contribution / active EE | $17,500 | $2,733+540.3% | $1,924+809.4% | $4,869+259.4% |
| Participant deferral / active EE | $12,000 | $3,475+245.3% | $2,794+329.4% | $5,287+127.0% |
| Admin fee / account holder | $1,255 | $6,571-80.9% | $4,815-73.9% | $10,132-87.6% |