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 | $211,734 | $189,613+11.7% | $167,512+26.4% | $142,382+48.7% |
| Participation rate | 30.0% | 80.1%-50.1pp | 77.1%-47.1pp | 80.1%-50.1pp |
| Annual return | 9.77% | 2024.68%-2014.9pp | 1615.79%-1606.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,768 | $4,349-59.3% | $3,882-54.5% | $4,299-58.9% |
| Participant deferral / active EE | $3,220 | $6,981-53.9% | $6,405-49.7% | $6,507-50.5% |
| Admin fee / account holder | $5,342 | $10,528-49.3% | $9,769-45.3% | $12,624-57.7% |