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 5-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.
Participant 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 | $98,489 | $117,859-16.4% | $102,438-3.9% | $145,959-32.5% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 6.34% | 31.72%-25.4pp | 29.37%-23.0pp | 561.95%-555.6pp |
| Employer contribution / active EE | $947 | $3,615-73.8% | $3,024-68.7% | $4,661-79.7% |
| Participant deferral / active EE | $1,747 | $5,732-69.5% | $5,054-65.4% | $6,689-73.9% |
| Admin fee / account holder | $15,248 | $13,318+14.5% | $9,448+61.4% | $13,398+13.8% |