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 3-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 | $111,565 | $189,613-41.2% | $167,512-33.4% | $142,382-21.6% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 7.62% | 2024.68%-2017.1pp | 1615.79%-1608.2pp | 217.08%-209.5pp |
| Employer contribution / active EE | $5,428 | $4,349+24.8% | $3,882+39.8% | $4,299+26.3% |
| Participant deferral / active EE | $10,333 | $6,981+48.0% | $6,405+61.3% | $6,507+58.8% |
| Admin fee / account holder | $1,373 | $10,528-87.0% | $9,769-85.9% | $12,624-89.1% |