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.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,533 | $111,724+131.4% | $93,606+176.2% | $145,922+77.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 7.72% | 202.98%-195.3pp | 133.20%-125.5pp | 561.29%-553.6pp |
| Employer contribution / active EE | $553 | $3,090-82.1% | $2,420-77.1% | $4,660-88.1% |
| Participant deferral / active EE | $829 | $4,912-83.1% | $4,411-81.2% | $6,688-87.6% |
| Admin fee / account holder | $46,342 | $10,250+352.1% | $8,285+459.3% | $13,397+245.9% |