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 | $257,277 | $132,239+94.6% | $105,722+143.4% | $273,961-6.1% |
| Participation rate | 14.3% | 83.2%-68.9pp | 78.9%-64.6pp | 83.0%-68.7pp |
| Annual return | 2.46% | 10.07%-7.6pp | 12.25%-9.8pp | 41.45%-39.0pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13 | $6,233-99.8% | $5,326-99.8% | $5,287-99.8% |
| Admin fee / account holder | $8,320 | $12,032-30.9% | $8,308+0.1% | $10,132-17.9% |