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 4-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 | $15,246 | $189,613-92.0% | $167,512-90.9% | $142,382-89.3% |
| Participation rate | 30.8% | 80.1%-49.4pp | 77.1%-46.3pp | 80.1%-49.4pp |
| Annual return | 8.46% | 2024.68%-2016.2pp | 1615.79%-1607.3pp | 217.08%-208.6pp |
| Employer contribution / active EE | $265 | $4,349-93.9% | $3,882-93.2% | $4,299-93.8% |
| Participant deferral / active EE | $1,542 | $6,981-77.9% | $6,405-75.9% | $6,507-76.3% |
| Admin fee / account holder | $60,076 | $10,528+470.6% | $9,769+515.0% | $12,624+375.9% |