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 | $81,759 | $189,613-56.9% | $167,512-51.2% | $142,382-42.6% |
| Participation rate | 28.6% | 80.1%-51.6pp | 77.1%-48.5pp | 80.1%-51.5pp |
| Annual return | 8.91% | 2024.68%-2015.8pp | 1615.79%-1606.9pp | 217.08%-208.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,907 | $6,981-15.4% | $6,405-7.8% | $6,507-9.2% |
| Admin fee / account holder | $333,476 | $10,528+3067.5% | $9,769+3313.6% | $12,624+2541.7% |