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 9-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 | $55,065 | $65,561-16.0% | $86,188-36.1% | $75,163-26.7% |
| Participation rate | 67.6% | 60.5%+7.2pp | 69.0%-1.3pp | 67.2%+0.5pp |
| Annual return | 9.12% | 46.05%-36.9pp | 1168.45%-1159.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $2,193 | $1,553+41.3% | $2,380-7.8% | $2,670-17.8% |
| Participant deferral / active EE | $673 | $3,024-77.7% | $3,985-83.1% | $4,125-83.7% |
| Admin fee / account holder | $2,012 | $5,474-63.2% | $6,852-70.6% | $5,651-64.4% |