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 | $86,174 | $209,411-58.8% | $178,490-51.7% | $158,922-45.8% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | -18.46% | 188.75%-207.2pp | 151.07%-169.5pp | 302.83%-321.3pp |
| Employer contribution / active EE | $1,398 | $5,706-75.5% | $5,011-72.1% | $4,761-70.6% |
| Participant deferral / active EE | $3,703 | $5,954-37.8% | $5,202-28.8% | $5,982-38.1% |
| Admin fee / account holder | $1,883 | $17,074-89.0% | $13,984-86.5% | $11,246-83.3% |