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 | $36,592 | $189,613-80.7% | $167,512-78.2% | $142,382-74.3% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 10.01% | 2024.68%-2014.7pp | 1615.79%-1605.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $673 | $4,349-84.5% | $3,882-82.7% | $4,299-84.3% |
| Participant deferral / active EE | $2,442 | $6,981-65.0% | $6,405-61.9% | $6,507-62.5% |
| Admin fee / account holder | $1,125 | $10,528-89.3% | $9,769-88.5% | $12,624-91.1% |