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 | $1,867,669 | $167,307+1016.3% | $143,757+1199.2% | $134,475+1288.9% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -44.32% | 0.46%-44.8pp | -0.04%-44.3pp | 417.96%-462.3pp |
| Employer contribution / active EE | $442 | $5,619-92.1% | $4,951-91.1% | $4,740-90.7% |
| Participant deferral / active EE | $2,324 | $6,446-64.0% | $5,637-58.8% | $6,400-63.7% |
| Admin fee / account holder | $19,697 | $18,088+8.9% | $14,673+34.2% | $11,426+72.4% |