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 | $54,885 | $159,602-65.6% | $150,045-63.4% | $142,382-61.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 7.99% | 70.24%-62.3pp | 62.55%-54.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $18,875 | $4,961+280.5% | $4,693+302.2% | $4,299+339.0% |
| Participant deferral / active EE | $3,375 | $8,310-59.4% | $7,997-57.8% | $6,507-48.1% |
| Admin fee / account holder | $104,321 | $14,846+602.7% | $13,435+676.5% | $12,624+726.4% |