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 | $257,242 | $102,966+149.8% | $90,281+184.9% | $152,861+68.3% |
| Participation rate | 8.3% | 75.9%-67.5pp | 73.3%-64.9pp | 82.4%-74.1pp |
| Annual return | 19.51% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $208 | $3,139-93.4% | $2,854-92.7% | $4,762-95.6% |
| Participant deferral / active EE | $500 | $4,281-88.3% | $3,885-87.1% | $5,850-91.5% |
| Admin fee / account holder | $1,201 | $6,171-80.5% | $5,351-77.6% | $11,596-89.6% |