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 5-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 | $17,242 | $189,613-90.9% | $167,512-89.7% | $142,382-87.9% |
| Participation rate | 25.0% | 80.1%-55.1pp | 77.1%-52.1pp | 80.1%-55.1pp |
| Annual return | 9.47% | 2024.68%-2015.2pp | 1615.79%-1606.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $836 | $4,349-80.8% | $3,882-78.5% | $4,299-80.6% |
| Participant deferral / active EE | $1,254 | $6,981-82.0% | $6,405-80.4% | $6,507-80.7% |
| Admin fee / account holder | $20,902 | $10,528+98.5% | $9,769+114.0% | $12,624+65.6% |