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 | $285,065 | $127,065+124.3% | $113,168+151.9% | $142,382+100.2% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 18.08% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,190 | $3,442-65.4% | $2,975-60.0% | $4,299-72.3% |
| Participant deferral / active EE | $1,605 | $5,716-71.9% | $5,107-68.6% | $6,507-75.3% |
| Admin fee / account holder | $9,390 | $15,736-40.3% | $12,068-22.2% | $12,624-25.6% |