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 | $320,536 | $101,724+215.1% | $164,813+94.5% | $80,856+296.4% |
| Participation rate | 68.4% | 71.8%-3.4pp | 78.6%-10.2pp | 67.6%+0.8pp |
| Annual return | 19.01% | 16.72%+2.3pp | 69.93%-50.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $450 | $2,953-84.8% | $4,341-89.6% | $2,755-83.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $31,437 | $8,227+282.1% | $12,690+147.7% | $6,918+354.4% |