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 | $58,223 | $69,207-15.9% | $64,056-9.1% | $139,434-58.2% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | -64.61% | 45.88%-110.5pp | 33.69%-98.3pp | 372.94%-437.5pp |
| Employer contribution / active EE | $2,530 | $3,182-20.5% | $2,747-7.9% | $4,751-46.7% |
| Participant deferral / active EE | $10,721 | $4,682+129.0% | $3,880+176.3% | $6,710+59.8% |
| Admin fee / account holder | $98,709 | $4,244+2225.8% | $3,068+3117.2% | $11,403+765.7% |