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 7-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 | $301,027 | $86,929+246.3% | $102,423+193.9% | $80,856+272.3% |
| Participation rate | 60.4% | 72.4%-12.0pp | 76.5%-16.1pp | 67.6%-7.2pp |
| Annual return | -22.18% | 18.88%-41.1pp | 29.32%-51.5pp | 35.59%-57.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,727 | $4,118-58.1% | $5,053-65.8% | $4,296-59.8% |
| Admin fee / account holder | $30,271 | $8,049+276.1% | $9,451+220.3% | $6,918+337.6% |