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 | $292,123 | $109,413+167.0% | $156,263+86.9% | $84,808+244.5% |
| Participation rate | 56.4% | 72.7%-16.3pp | 78.9%-22.5pp | 68.3%-11.9pp |
| Annual return | 15.55% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $599 | $2,907-79.4% | $4,333-86.2% | $2,631-77.2% |
| Participant deferral / active EE | $3,433 | $4,590-25.2% | $6,158-44.3% | $4,212-18.5% |
| Admin fee / account holder | $5,905 | $9,357-36.9% | $14,255-58.6% | $7,344-19.6% |