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 | $256,619 | $93,571+174.3% | $135,903+88.8% | $75,163+241.4% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 22.57% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $8 | $3,537-99.8% | $4,856-99.8% | $2,670-99.7% |
| Participant deferral / active EE | $9,745 | $6,404+52.2% | $7,758+25.6% | $4,125+136.2% |
| Admin fee / account holder | $7,612 | $6,975+9.1% | $10,762-29.3% | $5,651+34.7% |