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 | $69,340 | $109,817-36.9% | $98,442-29.6% | $167,490-58.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | -43.11% | 1956.69%-1999.8pp | 1492.73%-1535.8pp | 478.56%-521.7pp |
| Employer contribution / active EE | $3,765 | $3,224+16.8% | $2,960+27.2% | $4,837-22.2% |
| Participant deferral / active EE | $3,751 | $4,673-19.7% | $4,276-12.3% | $6,341-40.8% |
| Admin fee / account holder | $61,584 | $6,753+812.0% | $5,949+935.2% | $12,309+400.3% |