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 | $91,409 | $189,613-51.8% | $167,512-45.4% | $142,382-35.8% |
| Participation rate | 64.7% | 80.1%-15.4pp | 77.1%-12.4pp | 80.1%-15.4pp |
| Annual return | 10.05% | 2024.68%-2014.6pp | 1615.79%-1605.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,061 | $4,349-52.6% | $3,882-46.9% | $4,299-52.1% |
| Participant deferral / active EE | $1,518 | $6,981-78.3% | $6,405-76.3% | $6,507-76.7% |
| Admin fee / account holder | $14,833 | $10,528+40.9% | $9,769+51.8% | $12,624+17.5% |