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 | $36,334 | $150,440-75.8% | $136,294-73.3% | $147,584-75.4% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 5.79% | 1049.08%-1043.3pp | 5155.94%-5150.1pp | 578.55%-572.8pp |
| Employer contribution / active EE | $970 | $5,256-81.5% | $4,695-79.3% | $4,876-80.1% |
| Participant deferral / active EE | $5,172 | $6,630-22.0% | $6,247-17.2% | $5,439-4.9% |
| Admin fee / account holder | $62,212 | $10,905+470.5% | $9,243+573.0% | $10,885+471.5% |