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 | $280,123 | $95,803+192.4% | $113,168+147.5% | $84,808+230.3% |
| Participation rate | 45.5% | 72.9%-27.4pp | 76.6%-31.1pp | 68.3%-22.9pp |
| Annual return | 15.15% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,222 | $2,360-48.2% | $2,975-58.9% | $2,631-53.6% |
| Participant deferral / active EE | $1,776 | $4,242-58.1% | $5,107-65.2% | $4,212-57.8% |
| Admin fee / account holder | $4,989 | $8,989-44.5% | $12,068-58.7% | $7,344-32.1% |