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 8-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 | $22,318 | $95,266-76.6% | $82,389-72.9% | $142,382-84.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 8.83% | 25.74%-16.9pp | 28.67%-19.8pp | 217.08%-208.2pp |
| Employer contribution / active EE | $895 | $2,991-70.1% | $2,517-64.5% | $4,299-79.2% |
| Participant deferral / active EE | $2,661 | $4,809-44.7% | $4,155-36.0% | $6,507-59.1% |
| Admin fee / account holder | $5,652 | $8,563-34.0% | $7,231-21.8% | $12,624-55.2% |