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.
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 | $23,267 | $55,472-58.1% | $155,567-85.0% | $74,546-68.8% |
| Participation rate | 22.9% | 61.9%-39.0pp | 78.2%-55.3pp | 67.2%-44.3pp |
| Annual return | 3.26% | 268.72%-265.5pp | 64.74%-61.5pp | 1366.03%-1362.8pp |
| Employer contribution / active EE | $4 | $2,269-99.8% | $4,674-99.9% | $2,624-99.8% |
| Participant deferral / active EE | $1,120 | $2,838-60.5% | $5,628-80.1% | $4,347-74.2% |
| Admin fee / account holder | $37,053 | $1,743+2026.3% | $15,916+132.8% | $1,944+1806.4% |