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 5-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 | $90,825 | $210,698-56.9% | $178,014-49.0% | $145,959-37.8% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 6.67% | 386.27%-379.6pp | 294.80%-288.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $3,699 | $4,567-19.0% | $3,950-6.4% | $4,661-20.6% |
| Participant deferral / active EE | $5,494 | $6,958-21.0% | $6,276-12.5% | $6,689-17.9% |
| Admin fee / account holder | $223,814 | $12,016+1762.6% | $10,362+2060.1% | $13,398+1570.5% |