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 | $318,005 | $116,175+173.7% | $93,606+239.7% | $152,861+108.0% |
| Participation rate | 25.0% | 78.0%-53.0pp | 75.8%-50.8pp | 82.4%-57.4pp |
| Annual return | 6.91% | 35.96%-29.1pp | 32.76%-25.9pp | 345.32%-338.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,250 | $4,603+35.8% | $4,069+53.6% | $5,850+6.8% |
| Admin fee / account holder | $1,417 | $10,748-86.8% | $7,888-82.0% | $11,596-87.8% |