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 | $85,960 | $150,440-42.9% | $136,294-36.9% | $147,584-41.8% |
| Participation rate | 52.4% | 84.4%-32.0pp | 81.9%-29.5pp | 82.8%-30.4pp |
| Annual return | 6.97% | 1049.08%-1042.1pp | 5155.94%-5149.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,039 | $5,256-80.2% | $4,695-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $3,232 | $6,630-51.2% | $6,247-48.3% | $5,439-40.6% |
| Admin fee / account holder | $7,074 | $10,905-35.1% | $9,243-23.5% | $10,885-35.0% |