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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,726 | $64,480+309.0% | $81,382+224.1% | $80,856+226.2% |
| Participation rate | 60.6% | 63.9%-3.3pp | 69.5%-8.9pp | 67.6%-7.0pp |
| Annual return | 18.62% | 16.34%+2.3pp | 24.73%-6.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,836 | $3,094+88.7% | $3,883+50.3% | $4,296+35.9% |
| Admin fee / account holder | $8,215 | $5,671+44.9% | $5,768+42.4% | $6,918+18.8% |