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 | $250,164 | $106,749+134.3% | $145,433+72.0% | $82,448+203.4% |
| Participation rate | 60.6% | 75.6%-15.0pp | 82.1%-21.5pp | 68.1%-7.5pp |
| Annual return | 15.20% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $443 | $3,444-87.1% | $4,554-90.3% | $2,551-82.6% |
| Participant deferral / active EE | $10,478 | $6,519+60.7% | $7,897+32.7% | $4,139+153.1% |
| Admin fee / account holder | $22,395 | $8,390+166.9% | $13,129+70.6% | $7,234+209.6% |