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 | $37,730 | $189,613-80.1% | $167,512-77.5% | $142,382-73.5% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | -11.10% | 2024.68%-2035.8pp | 1615.79%-1626.9pp | 217.08%-228.2pp |
| Employer contribution / active EE | $629 | $4,349-85.5% | $3,882-83.8% | $4,299-85.4% |
| Participant deferral / active EE | $1,770 | $6,981-74.6% | $6,405-72.4% | $6,507-72.8% |
| Admin fee / account holder | $33,697 | $10,528+220.1% | $9,769+244.9% | $12,624+166.9% |