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 | $259,001 | $167,307+54.8% | $143,757+80.2% | $134,475+92.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -57.05% | 0.46%-57.5pp | -0.04%-57.0pp | 417.96%-475.0pp |
| Employer contribution / active EE | $526 | $5,619-90.6% | $4,951-89.4% | $4,740-88.9% |
| Participant deferral / active EE | $5,520 | $6,446-14.4% | $5,637-2.1% | $6,400-13.7% |
| Admin fee / account holder | $881 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |