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 | $296,087 | $167,307+77.0% | $143,757+106.0% | $134,475+120.2% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -8.06% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,141 | $5,619-79.7% | $4,951-77.0% | $4,740-75.9% |
| Participant deferral / active EE | $3,929 | $6,446-39.0% | $5,637-30.3% | $6,400-38.6% |
| Admin fee / account holder | $166,489 | $18,088+820.4% | $14,673+1034.7% | $11,426+1357.1% |