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 | $286,011 | $177,572+61.1% | $154,803+84.8% | $142,382+100.9% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 17.73% | 65.07%-47.3pp | 58.88%-41.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $509 | $4,810-89.4% | $4,305-88.2% | $4,299-88.2% |
| Participant deferral / active EE | $5,728 | $6,272-8.7% | $5,540+3.4% | $6,507-12.0% |
| Admin fee / account holder | $1,291 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |