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 | $118,534 | $189,613-37.5% | $167,512-29.2% | $142,382-16.7% |
| Participation rate | 61.5% | 80.1%-18.6pp | 77.1%-15.5pp | 80.1%-18.6pp |
| Annual return | 6.50% | 2024.68%-2018.2pp | 1615.79%-1609.3pp | 217.08%-210.6pp |
| Employer contribution / active EE | $1,761 | $4,349-59.5% | $3,882-54.6% | $4,299-59.0% |
| Participant deferral / active EE | $4,688 | $6,981-32.8% | $6,405-26.8% | $6,507-28.0% |
| Admin fee / account holder | $4,736 | $10,528-55.0% | $9,769-51.5% | $12,624-62.5% |