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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,256 | $189,613-89.3% | $167,512-87.9% | $142,382-85.8% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.1%-77.1pp | 80.1%-80.1pp |
| Annual return | 9.82% | 2024.68%-2014.9pp | 1615.79%-1606.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,601 | $6,981-77.1% | $6,405-75.0% | $6,507-75.4% |
| Admin fee / account holder | $57,427 | $10,528+445.5% | $9,769+487.9% | $12,624+354.9% |