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 | $356,943 | $180,028+98.3% | $138,135+158.4% | $158,922+124.6% |
| Participation rate | 38.9% | 82.2%-43.3pp | 78.7%-39.8pp | 82.0%-43.1pp |
| Annual return | 7.50% | 21.68%-14.2pp | 20.51%-13.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,028 | $7,470-86.2% | $5,587-81.6% | $4,761-78.4% |
| Participant deferral / active EE | $4,019 | $7,717-47.9% | $6,431-37.5% | $5,982-32.8% |
| Admin fee / account holder | $58,418 | $17,912+226.1% | $11,856+392.7% | $11,246+419.5% |