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 6-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 | $315,273 | $159,901+97.2% | $146,958+114.5% | $145,922+116.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.05% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $16,741 | $5,286+216.7% | $4,933+239.4% | $4,660+259.3% |
| Participant deferral / active EE | $1,643 | $8,428-80.5% | $8,070-79.6% | $6,688-75.4% |
| Admin fee / account holder | $100,374 | $15,044+567.2% | $12,998+672.2% | $13,397+649.2% |