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 | $63,596 | $189,613-66.5% | $167,512-62.0% | $142,382-55.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 9.20% | 2024.68%-2015.5pp | 1615.79%-1606.6pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,805 | $4,349-35.5% | $3,882-27.7% | $4,299-34.8% |
| Participant deferral / active EE | $2,773 | $6,981-60.3% | $6,405-56.7% | $6,507-57.4% |
| Admin fee / account holder | $1,734 | $10,528-83.5% | $9,769-82.3% | $12,624-86.3% |