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 | $87,898 | $202,318-56.6% | $172,739-49.1% | $152,861-42.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 11.04% | 1029.65%-1018.6pp | 802.84%-791.8pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,508 | $5,856-57.2% | $5,143-51.2% | $4,762-47.3% |
| Participant deferral / active EE | $5,117 | $5,948-14.0% | $5,198-1.5% | $5,850-12.5% |
| Admin fee / account holder | $50,304 | $17,109+194.0% | $13,954+260.5% | $11,596+333.8% |