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 7-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 | $128,310 | $72,277+77.5% | $101,248+26.7% | $79,858+60.7% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 9.52% | 22.30%-12.8pp | 46.47%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,215 | $2,692-54.9% | $3,660-66.8% | $2,471-50.8% |
| Participant deferral / active EE | $4,225 | $3,282+28.7% | $4,370-3.3% | $3,740+13.0% |
| Admin fee / account holder | $25,454 | $4,400+478.5% | $5,945+328.1% | $5,306+379.7% |