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 | $755,698 | $46,553+1523.3% | $64,056+1079.7% | $75,163+905.4% |
| Participation rate | 4.7% | 65.9%-61.3pp | 72.3%-67.7pp | 67.2%-62.5pp |
| Annual return | 40.15% | 26.03%+14.1pp | 33.69%+6.5pp | 160.62%-120.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $52 | $2,837-98.2% | $3,880-98.7% | $4,125-98.7% |
| Admin fee / account holder | $803 | $2,952-72.8% | $3,068-73.8% | $5,651-85.8% |