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 | $29,139 | $189,613-84.6% | $167,512-82.6% | $142,382-79.5% |
| Participation rate | 16.7% | 80.1%-63.5pp | 77.1%-60.4pp | 80.1%-63.5pp |
| Annual return | 5.91% | 2024.68%-2018.8pp | 1615.79%-1609.9pp | 217.08%-211.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,638 | $6,981-62.2% | $6,405-58.8% | $6,507-59.5% |
| Admin fee / account holder | $106,442 | $10,528+911.0% | $9,769+989.6% | $12,624+743.2% |