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 | $634,878 | $105,860+499.7% | $90,749+599.6% | $134,475+372.1% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | -22.80% | -11.01%-11.8pp | -12.16%-10.6pp | 417.96%-440.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,750 | $5,216+29.4% | $4,564+47.9% | $6,400+5.5% |
| Admin fee / account holder | $2,098 | $13,938-84.9% | $8,445-75.2% | $11,426-81.6% |