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 9-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 | $42,618 | $177,572-76.0% | $154,803-72.5% | $142,382-70.1% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 9.11% | 65.07%-56.0pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,111 | $4,810-35.3% | $4,305-27.7% | $4,299-27.6% |
| Participant deferral / active EE | $4,370 | $6,272-30.3% | $5,540-21.1% | $6,507-32.8% |
| Admin fee / account holder | $28,216 | $16,786+68.1% | $14,329+96.9% | $12,624+123.5% |