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 | $12,188 | $111,754-89.1% | $103,333-88.2% | $145,922-91.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -97.72% | 24.77%-122.5pp | 24.88%-122.6pp | 561.29%-659.0pp |
| Employer contribution / active EE | $3,617 | $4,212-14.1% | $3,868-6.5% | $4,660-22.4% |
| Participant deferral / active EE | $3,617 | $5,619-35.6% | $5,057-28.5% | $6,688-45.9% |
| Admin fee / account holder | $15,418 | $9,750+58.1% | $8,355+84.5% | $13,397+15.1% |