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 | $1,497,695 | $129,217+1059.1% | $93,406+1503.4% | $158,922+842.4% |
| Participation rate | 20.0% | 71.0%-51.0pp | 66.8%-46.8pp | 82.0%-62.0pp |
| Annual return | 29.93% | 118.21%-88.3pp | 78.05%-48.1pp | 302.83%-272.9pp |
| Employer contribution / active EE | $125 | $2,711-95.4% | $2,075-94.0% | $4,761-97.4% |
| Participant deferral / active EE | $125 | $3,909-96.8% | $3,126-96.0% | $5,982-97.9% |
| Admin fee / account holder | $4,081 | $7,383-44.7% | $5,230-22.0% | $11,246-63.7% |