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 | $46,741 | $189,613-75.3% | $167,512-72.1% | $142,382-67.2% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 4.91% | 2024.68%-2019.8pp | 1615.79%-1610.9pp | 217.08%-212.2pp |
| Employer contribution / active EE | $660 | $4,349-84.8% | $3,882-83.0% | $4,299-84.7% |
| Participant deferral / active EE | $3,508 | $6,981-49.7% | $6,405-45.2% | $6,507-46.1% |
| Admin fee / account holder | $806 | $10,528-92.3% | $9,769-91.7% | $12,624-93.6% |