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 | $122,010 | $189,613-35.7% | $167,512-27.2% | $142,382-14.3% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 6.89% | 2024.68%-2017.8pp | 1615.79%-1608.9pp | 217.08%-210.2pp |
| Employer contribution / active EE | $857 | $4,349-80.3% | $3,882-77.9% | $4,299-80.1% |
| Participant deferral / active EE | $1,192 | $6,981-82.9% | $6,405-81.4% | $6,507-81.7% |
| Admin fee / account holder | $76,441 | $10,528+626.1% | $9,769+682.5% | $12,624+505.5% |