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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,157 | $183,519+70.6% | $155,509+101.4% | $145,922+114.6% |
| Participation rate | 65.0% | 82.7%-17.7pp | 78.2%-13.2pp | 80.3%-15.3pp |
| Annual return | -19.36% | 61.17%-80.5pp | 64.67%-84.0pp | 561.29%-580.6pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,058 | $6,462+40.2% | $5,626+61.0% | $6,688+35.4% |
| Admin fee / account holder | $9,783 | $19,313-49.3% | $15,912-38.5% | $13,397-27.0% |