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 | $580,168 | $91,552+533.7% | $133,956+333.1% | $79,858+626.5% |
| Participation rate | 8.3% | 73.3%-65.0pp | 79.8%-71.5pp | 69.6%-61.3pp |
| Annual return | 19.47% | 61.85%-42.4pp | 45.09%-25.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $658 | $2,384-72.4% | $3,919-83.2% | $2,471-73.4% |
| Participant deferral / active EE | $1,442 | $3,733-61.4% | $5,048-71.4% | $3,740-61.5% |
| Admin fee / account holder | $14,054 | $6,321+122.3% | $8,927+57.4% | $5,306+164.9% |