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 | $325,318 | $165,984+96.0% | $164,813+97.4% | $145,922+122.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 5.02% | 100.03%-95.0pp | 69.93%-64.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $950 | $5,273-82.0% | $4,341-78.1% | $4,660-79.6% |
| Participant deferral / active EE | $4,250 | $6,959-38.9% | $6,031-29.5% | $6,688-36.5% |
| Admin fee / account holder | $705 | $16,648-95.8% | $12,690-94.4% | $13,397-94.7% |