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 9-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 | $306,725 | $102,317+199.8% | $146,958+108.7% | $80,856+279.3% |
| Participation rate | 60.4% | 75.8%-15.4pp | 82.2%-21.7pp | 67.6%-7.2pp |
| Annual return | 13.38% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $591 | $3,713-84.1% | $4,933-88.0% | $2,755-78.5% |
| Participant deferral / active EE | $6,308 | $6,644-5.1% | $8,070-21.8% | $4,296+46.8% |
| Admin fee / account holder | $62,164 | $7,941+682.8% | $12,998+378.3% | $6,918+798.6% |