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.
Participant 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 | $359,192 | $293,860+22.2% | $237,244+51.4% | $357,791+0.4% |
| Participation rate | 0.0% | 84.2%-84.2pp | 80.3%-80.3pp | 85.6%-85.6pp |
| Annual return | 13.14% | 4677.97%-4664.8pp | 4131.29%-4118.2pp | 396.79%-383.7pp |
| Employer contribution / active EE | $11,543 | $5,523+109.0% | $4,351+165.3% | $7,508+53.8% |
| Participant deferral / active EE | $6,718 | $4,397+52.8% | $4,056+65.6% | $5,521+21.7% |
| Admin fee / account holder | $6,260 | $21,223-70.5% | $18,030-65.3% | $28,387-77.9% |