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 | $204,189 | $192,717+6.0% | $142,449+43.3% | $139,434+46.4% |
| Participation rate | 0.0% | 81.5%-81.5pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | -8.29% | 17.99%-26.3pp | 19.99%-28.3pp | 372.94%-381.2pp |
| Employer contribution / active EE | $1,983 | $5,806-65.8% | $4,847-59.1% | $4,751-58.3% |
| Participant deferral / active EE | $7,013 | $7,208-2.7% | $6,283+11.6% | $6,710+4.5% |
| Admin fee / account holder | $4,510 | $15,124-70.2% | $10,011-55.0% | $11,403-60.4% |