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 | $78,926+217.2% | $136,749+83.1% | $84,808+195.2% |
| Participation rate | 61.0% | 62.2%-1.2pp | 72.1%-11.2pp | 68.3%-7.3pp |
| Annual return | 20.02% | 18.17%+1.9pp | 24.33%-4.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $8,159 | $2,134+282.3% | $3,400+140.0% | $2,631+210.1% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,109 | $6,369-82.6% | $11,386-90.3% | $7,344-84.9% |