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 | $113,049 | $111,754+1.2% | $103,333+9.4% | $145,922-22.5% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 5.01% | 24.77%-19.8pp | 24.88%-19.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $4,531 | $4,212+7.6% | $3,868+17.2% | $4,660-2.8% |
| Participant deferral / active EE | $237 | $5,619-95.8% | $5,057-95.3% | $6,688-96.5% |
| Admin fee / account holder | $596 | $9,750-93.9% | $8,355-92.9% | $13,397-95.5% |