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 | $30,940 | $77,503-60.1% | $100,391-69.2% | $80,856-61.7% |
| Participation rate | 45.8% | 76.9%-31.1pp | 81.5%-35.6pp | 67.6%-21.8pp |
| Annual return | 11.10% | 37.20%-26.1pp | 49.20%-38.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,269 | $6,820-81.4% | $8,082-84.3% | $4,296-70.5% |
| Admin fee / account holder | $6,476 | $5,897+9.8% | $7,899-18.0% | $6,918-6.4% |