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 3-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 | $10,343 | $158,398-93.5% | $126,539-91.8% | $142,382-92.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | -5.14% | 593.76%-598.9pp | 425.95%-431.1pp | 217.08%-222.2pp |
| Employer contribution / active EE | $4,027 | $4,650-13.4% | $3,674+9.6% | $4,299-6.3% |
| Participant deferral / active EE | $1,854 | $4,767-61.1% | $4,083-54.6% | $6,507-71.5% |
| Admin fee / account holder | $5,717 | $6,918-17.4% | $6,065-5.7% | $12,624-54.7% |