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 | $483,404 | $114,381+322.6% | $107,525+349.6% | $142,382+239.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 21.79% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,481 | $4,015-63.1% | $3,754-60.5% | $4,299-65.6% |
| Participant deferral / active EE | $1,154 | $5,564-79.3% | $5,116-77.4% | $6,507-82.3% |
| Admin fee / account holder | $1,629 | $9,860-83.5% | $8,919-81.7% | $12,624-87.1% |