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 | $29,237 | $84,233-65.3% | $170,442-82.8% | $70,131-58.3% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 11.97% | 23.06%-11.1pp | 205.93%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,538 | $3,387-54.6% | $5,433-71.7% | $2,342-34.3% |
| Participant deferral / active EE | $2,128 | $3,086-31.0% | $4,939-56.9% | $3,332-36.1% |
| Admin fee / account holder | $7,069 | $5,698+24.1% | $13,880-49.1% | $4,645+52.2% |