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 | $332,899 | $172,478+93.0% | $145,661+128.5% | $142,382+133.8% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.2%-43.9pp | 80.1%-46.8pp |
| Annual return | 15.43% | 151.09%-135.7pp | 101.46%-86.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $644 | $4,899-86.9% | $4,238-84.8% | $4,299-85.0% |
| Participant deferral / active EE | $644 | $8,348-92.3% | $7,198-91.1% | $6,507-90.1% |
| Admin fee / account holder | $2,425 | $16,864-85.6% | $12,466-80.6% | $12,624-80.8% |