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 | $343,215 | $132,634+158.8% | $115,768+196.5% | $137,256+150.1% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.4%-47.1pp | 80.0%-52.7pp |
| Annual return | 9.53% | 160.70%-151.2pp | 100.46%-90.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $955 | $3,360-71.6% | $2,940-67.5% | $4,156-77.0% |
| Participant deferral / active EE | $1,333 | $5,619-76.3% | $4,917-72.9% | $6,407-79.2% |
| Admin fee / account holder | $147,889 | $15,028+884.1% | $12,439+1088.9% | $12,270+1105.3% |