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 3-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 | $270,013 | $159,901+68.9% | $146,958+83.7% | $145,922+85.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 7.25% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $750 | $5,286-85.8% | $4,933-84.8% | $4,660-83.9% |
| Participant deferral / active EE | $4,875 | $8,428-42.2% | $8,070-39.6% | $6,688-27.1% |
| Admin fee / account holder | $2,651 | $15,044-82.4% | $12,998-79.6% | $13,397-80.2% |