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 | $254,200 | $127,386+99.6% | $115,037+121.0% | $125,391+102.7% |
| Participation rate | 16.7% | 84.2%-67.5pp | 81.4%-64.7pp | 83.2%-66.5pp |
| Annual return | -3.42% | 31.28%-34.7pp | 26.14%-29.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $63 | $6,423-99.0% | $6,026-99.0% | $5,352-98.8% |
| Admin fee / account holder | $13,847 | $9,516+45.5% | $8,175+69.4% | $9,540+45.1% |