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 | $345,389 | $91,538+277.3% | $129,995+165.7% | $75,163+359.5% |
| Participation rate | 62.5% | 71.4%-8.9pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 15.34% | -631.11%+646.5pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $710 | $2,845-75.1% | $4,320-83.6% | $2,670-73.4% |
| Participant deferral / active EE | $6,607 | $4,341+52.2% | $5,820+13.5% | $4,125+60.2% |
| Admin fee / account holder | $14,716 | $6,790+116.7% | $10,614+38.6% | $5,651+160.4% |