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 | $45,405 | $189,613-76.1% | $167,512-72.9% | $142,382-68.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 7.32% | 2024.68%-2017.4pp | 1615.79%-1608.5pp | 217.08%-209.8pp |
| Employer contribution / active EE | $853 | $4,349-80.4% | $3,882-78.0% | $4,299-80.2% |
| Participant deferral / active EE | $2,069 | $6,981-70.4% | $6,405-67.7% | $6,507-68.2% |
| Admin fee / account holder | $831 | $10,528-92.1% | $9,769-91.5% | $12,624-93.4% |