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 9-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 | $41,686 | $150,440-72.3% | $136,294-69.4% | $147,584-71.8% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 6.45% | 1049.08%-1042.6pp | 5155.94%-5149.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,485 | $5,256-71.7% | $4,695-68.4% | $4,876-69.5% |
| Participant deferral / active EE | $3,410 | $6,630-48.6% | $6,247-45.4% | $5,439-37.3% |
| Admin fee / account holder | $24,287 | $10,905+122.7% | $9,243+162.7% | $10,885+123.1% |