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 5-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 | $342,139 | $86,655+294.8% | $119,609+186.0% | $66,914+411.3% |
| Participation rate | 28.7% | 75.6%-46.9pp | 79.3%-50.6pp | 69.8%-41.1pp |
| Annual return | 6542.21% | -8.00%+6550.2pp | -14.97%+6557.2pp | 1.58%+6540.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,288 | $4,358-70.4% | $5,602-77.0% | $4,237-69.6% |
| Admin fee / account holder | $5,903 | $755+682.2% | $10,323-42.8% | $593+895.1% |