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 7-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 | $70,284 | $189,613-62.9% | $167,512-58.0% | $142,382-50.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 9.86% | 2024.68%-2014.8pp | 1615.79%-1605.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $494 | $4,349-88.6% | $3,882-87.3% | $4,299-88.5% |
| Participant deferral / active EE | $3,659 | $6,981-47.6% | $6,405-42.9% | $6,507-43.8% |
| Admin fee / account holder | $30,103 | $10,528+185.9% | $9,769+208.2% | $12,624+138.5% |