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 | $254,951 | $90,348+182.2% | $75,972+235.6% | $145,922+74.7% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.1%-48.0pp | 80.3%-59.2pp |
| Annual return | 9.84% | 620.88%-611.0pp | 359.55%-349.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,036 | $5,162-79.9% | $4,255-75.7% | $6,688-84.5% |
| Admin fee / account holder | $2,625 | $8,467-69.0% | $6,467-59.4% | $13,397-80.4% |