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 | $11,981 | $49,173-75.6% | $121,098-90.1% | $75,163-84.1% |
| Participation rate | 69.4% | 55.4%+14.1pp | 69.5%0pp | 67.2%+2.3pp |
| Annual return | -21.26% | 55.99%-77.2pp | 985.75%-1007.0pp | 160.62%-181.9pp |
| Employer contribution / active EE | $431 | $1,546-72.1% | $4,164-89.6% | $2,670-83.8% |
| Participant deferral / active EE | $2,519 | $2,628-4.1% | $4,080-38.2% | $4,125-38.9% |
| Admin fee / account holder | $384 | $3,942-90.3% | $5,644-93.2% | $5,651-93.2% |