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 | $395,808 | $162,781+143.2% | $133,956+195.5% | $158,922+149.1% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 11.64% | 41.94%-30.3pp | 45.09%-33.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,030 | $4,975-79.3% | $3,919-73.7% | $4,761-78.4% |
| Participant deferral / active EE | $1,657 | $5,911-72.0% | $5,048-67.2% | $5,982-72.3% |
| Admin fee / account holder | $61,040 | $11,736+420.1% | $8,927+583.8% | $11,246+442.8% |