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 | $11,739 | $189,613-93.8% | $167,512-93.0% | $142,382-91.8% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | -7.63% | 2024.68%-2032.3pp | 1615.79%-1623.4pp | 217.08%-224.7pp |
| Employer contribution / active EE | $2,848 | $4,349-34.5% | $3,882-26.6% | $4,299-33.7% |
| Participant deferral / active EE | $3,138 | $6,981-55.1% | $6,405-51.0% | $6,507-51.8% |
| Admin fee / account holder | $42,487 | $10,528+303.6% | $9,769+334.9% | $12,624+236.6% |