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 | $303,125 | $98,240+208.6% | $82,313+268.3% | $147,584+105.4% |
| Participation rate | 53.8% | 79.7%-25.9pp | 76.9%-23.0pp | 82.8%-29.0pp |
| Annual return | 19.41% | 30.85%-11.4pp | 25.88%-6.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $575 | $4,383-86.9% | $3,706-84.5% | $5,439-89.4% |
| Admin fee / account holder | $50,316 | $8,563+487.6% | $5,608+797.2% | $10,885+362.2% |