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 | $92,324 | $189,613-51.3% | $167,512-44.9% | $142,382-35.2% |
| Participation rate | 21.1% | 80.1%-59.1pp | 77.1%-56.0pp | 80.1%-59.1pp |
| Annual return | 6.27% | 2024.68%-2018.4pp | 1615.79%-1609.5pp | 217.08%-210.8pp |
| Employer contribution / active EE | $234 | $4,349-94.6% | $3,882-94.0% | $4,299-94.6% |
| Participant deferral / active EE | $1,553 | $6,981-77.7% | $6,405-75.7% | $6,507-76.1% |
| Admin fee / account holder | $20,124 | $10,528+91.1% | $9,769+106.0% | $12,624+59.4% |