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 | $387,651 | $150,440+157.7% | $136,294+184.4% | $147,584+162.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 9.41% | 1049.08%-1039.7pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $650 | $5,256-87.6% | $4,695-86.2% | $4,876-86.7% |
| Participant deferral / active EE | $7,777 | $6,630+17.3% | $6,247+24.5% | $5,439+43.0% |
| Admin fee / account holder | $86,492 | $10,905+693.1% | $9,243+835.7% | $10,885+694.6% |