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 | $272,550 | $112,729+141.8% | $98,716+176.1% | $137,256+98.6% |
| Participation rate | 23.1% | 74.2%-51.2pp | 69.3%-46.2pp | 80.0%-56.9pp |
| Annual return | 14.39% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $170 | $2,725-93.7% | $2,279-92.5% | $4,156-95.9% |
| Participant deferral / active EE | $2,504 | $4,640-46.0% | $4,048-38.1% | $6,407-60.9% |
| Admin fee / account holder | $1,044 | $10,129-89.7% | $8,703-88.0% | $12,270-91.5% |