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 | $284,407 | $69,763+307.7% | $67,502+321.3% | $74,495+281.8% |
| Participation rate | 22.3% | 71.4%-49.0pp | 72.9%-50.5pp | 67.2%-44.9pp |
| Annual return | 13.53% | -40.34%+53.9pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,821 | $2,704-32.6% | $2,731-33.3% | $2,623-30.6% |
| Participant deferral / active EE | $899 | $3,636-75.3% | $4,000-77.5% | $4,346-79.3% |
| Admin fee / account holder | $26,853 | $896+2897.4% | $3,998+571.7% | $1,942+1282.9% |