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 | $88,381 | $46,674+89.4% | $117,472-24.8% | $68,494+29.0% |
| Participation rate | 69.1% | 56.8%+12.3pp | 70.6%-1.5pp | 67.9%+1.2pp |
| Annual return | -19.58% | -14.52%-5.1pp | 29.74%-49.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,972 | $1,505+97.6% | $4,176-28.8% | $2,596+14.5% |
| Participant deferral / active EE | $6,392 | $2,636+142.5% | $4,070+57.0% | $4,027+58.7% |
| Admin fee / account holder | $11,542 | $4,020+187.1% | $5,645+104.5% | $5,403+113.6% |