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 8-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 | $24,597 | $189,613-87.0% | $167,512-85.3% | $142,382-82.7% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 5.45% | 2024.68%-2019.2pp | 1615.79%-1610.3pp | 217.08%-211.6pp |
| Employer contribution / active EE | $2,108 | $4,349-51.5% | $3,882-45.7% | $4,299-51.0% |
| Participant deferral / active EE | $20,667 | $6,981+196.0% | $6,405+222.7% | $6,507+217.6% |
| Admin fee / account holder | $23,353 | $10,528+121.8% | $9,769+139.1% | $12,624+85.0% |