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 | $269,451 | $112,881+138.7% | $90,951+196.3% | $158,922+69.5% |
| Participation rate | 11.1% | 74.7%-63.6pp | 69.0%-57.9pp | 82.0%-70.8pp |
| Annual return | 3.16% | 215.79%-212.6pp | 134.60%-131.4pp | 302.83%-299.7pp |
| Employer contribution / active EE | $1,570 | $2,893-45.7% | $2,122-26.0% | $4,761-67.0% |
| Participant deferral / active EE | $173 | $4,128-95.8% | $3,373-94.9% | $5,982-97.1% |
| Admin fee / account holder | $93,764 | $8,041+1066.1% | $5,959+1473.6% | $11,246+733.8% |