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 | $284,309 | $165,335+72.0% | $149,696+89.9% | $158,922+78.9% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 28.95% | 348.15%-319.2pp | 276.60%-247.7pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,000 | $5,103-80.4% | $4,644-78.5% | $4,761-79.0% |
| Participant deferral / active EE | $1,000 | $7,181-86.1% | $6,842-85.4% | $5,982-83.3% |
| Admin fee / account holder | $3,013 | $10,807-72.1% | $9,309-67.6% | $11,246-73.2% |