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 | $290,050 | $175,202+65.6% | $149,673+93.8% | $139,434+108.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.18% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,081 | $5,474-80.3% | $4,818-77.6% | $4,751-77.3% |
| Participant deferral / active EE | $1,451 | $6,519-77.7% | $5,680-74.5% | $6,710-78.4% |
| Admin fee / account holder | $1,215 | $16,150-92.5% | $13,210-90.8% | $11,403-89.3% |