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 | $24,303 | $92,703-73.8% | $82,719-70.6% | $134,475-81.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -24.20% | 944.92%-969.1pp | 701.18%-725.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,752 | $3,274-15.9% | $3,009-8.5% | $4,740-41.9% |
| Participant deferral / active EE | $3,600 | $4,802-25.0% | $4,395-18.1% | $6,400-43.7% |
| Admin fee / account holder | $317,117 | $5,983+5200.7% | $5,329+5850.9% | $11,426+2675.4% |