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.
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,877 | $190,805+67.6% | $159,960+100.0% | $134,475+137.9% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -8.62% | 552.23%-560.9pp | 408.60%-417.2pp | 417.96%-426.6pp |
| Employer contribution / active EE | $1,853 | $4,995-62.9% | $4,226-56.2% | $4,740-60.9% |
| Participant deferral / active EE | $895 | $6,923-87.1% | $6,182-85.5% | $6,400-86.0% |
| Admin fee / account holder | $42,930 | $10,471+310.0% | $8,698+393.6% | $11,426+275.7% |