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 | $398,264 | $228,332+74.4% | $185,823+114.3% | $158,922+150.6% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | 8.67% | 40.80%-32.1pp | 35.95%-27.3pp | 302.83%-294.2pp |
| Employer contribution / active EE | $160 | $4,967-96.8% | $4,087-96.1% | $4,761-96.6% |
| Participant deferral / active EE | $2,188 | $6,415-65.9% | $5,632-61.1% | $5,982-63.4% |
| Admin fee / account holder | $484 | $11,864-95.9% | $9,500-94.9% | $11,246-95.7% |