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 | $250,332 | $77,896+221.4% | $134,172+86.6% | $82,448+203.6% |
| Participation rate | 61.0% | 62.8%-1.8pp | 72.5%-11.5pp | 68.1%-7.1pp |
| Annual return | 20.02% | 18.21%+1.8pp | 25.30%-5.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $8,159 | $2,159+277.9% | $3,420+138.6% | $2,551+219.8% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,109 | $6,336-82.5% | $12,016-90.8% | $7,234-84.7% |