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 | $40,621 | $159,602-74.5% | $150,045-72.9% | $142,382-71.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | -51.59% | 70.24%-121.8pp | 62.55%-114.1pp | 217.08%-268.7pp |
| Employer contribution / active EE | $17,516 | $4,961+253.1% | $4,693+273.2% | $4,299+307.4% |
| Participant deferral / active EE | $15,727 | $8,310+89.3% | $7,997+96.7% | $6,507+141.7% |
| Admin fee / account holder | $1,344,427 | $14,846+8955.6% | $13,435+9907.1% | $12,624+10550.0% |