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 | $12,921 | $152,509-91.5% | $117,472-89.0% | $134,475-90.4% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -21.81% | 52.99%-74.8pp | 29.74%-51.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,452 | $5,571-56.0% | $4,176-41.3% | $4,740-48.3% |
| Participant deferral / active EE | $1,605 | $4,818-66.7% | $4,070-60.6% | $6,400-74.9% |
| Admin fee / account holder | $17,746 | $7,004+153.4% | $5,645+214.4% | $11,426+55.3% |