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 | $310,067 | $159,602+94.3% | $150,045+106.6% | $142,382+117.8% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.3%-35.3pp | 80.1%-33.1pp |
| Annual return | 13.99% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $239 | $4,961-95.2% | $4,693-94.9% | $4,299-94.4% |
| Participant deferral / active EE | $6,105 | $8,310-26.5% | $7,997-23.7% | $6,507-6.2% |
| Admin fee / account holder | $37,283 | $14,846+151.1% | $13,435+177.5% | $12,624+195.3% |