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 | $76,452 | $189,613-59.7% | $167,512-54.4% | $142,382-46.3% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.1%-7.8pp | 80.1%-10.9pp |
| Annual return | 4.40% | 2024.68%-2020.3pp | 1615.79%-1611.4pp | 217.08%-212.7pp |
| Employer contribution / active EE | $2,080 | $4,349-52.2% | $3,882-46.4% | $4,299-51.6% |
| Participant deferral / active EE | $5,505 | $6,981-21.1% | $6,405-14.0% | $6,507-15.4% |
| Admin fee / account holder | $81,918 | $10,528+678.1% | $9,769+738.6% | $12,624+548.9% |