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 | $118,119 | $104,974+12.5% | $95,585+23.6% | $142,382-17.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 9.39% | 210.33%-200.9pp | 38.56%-29.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $7,905 | $2,779+184.5% | $2,527+212.9% | $4,299+83.9% |
| Participant deferral / active EE | $6,492 | $4,352+49.2% | $4,023+61.4% | $6,507-0.2% |
| Admin fee / account holder | $290,018 | $6,386+4441.4% | $6,127+4633.2% | $12,624+2197.4% |