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 | $252,569 | $70,475+258.4% | $100,516+151.3% | $79,858+216.3% |
| Participation rate | 3.6% | 73.7%-70.0pp | 79.4%-75.8pp | 69.6%-66.0pp |
| Annual return | 13.98% | 21.90%-7.9pp | 30.89%-16.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $231 | $2,165-89.3% | $3,418-93.2% | $2,471-90.6% |
| Participant deferral / active EE | $371 | $5,181-92.8% | $6,270-94.1% | $3,740-90.1% |
| Admin fee / account holder | $2,862 | $4,478-36.1% | $8,081-64.6% | $5,306-46.1% |