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 | $341,811 | $158,817+115.2% | $121,196+182.0% | $135,375+152.5% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.7%-31.7pp | 82.6%-42.6pp |
| Annual return | -5.77% | -0.64%-5.1pp | 16.93%-22.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $11,360 | $5,665+100.5% | $4,022+182.5% | $4,779+137.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,630 | $6,512-75.0% | $5,019-67.5% | $10,827-84.9% |