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 | $545,141 | $190,805+185.7% | $159,960+240.8% | $134,475+305.4% |
| Participation rate | 9.5% | 81.9%-72.4pp | 78.0%-68.4pp | 81.2%-71.7pp |
| Annual return | -18.28% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,160 | $4,995-76.8% | $4,226-72.6% | $4,740-75.5% |
| Participant deferral / active EE | $1,285 | $6,923-81.4% | $6,182-79.2% | $6,400-79.9% |
| Admin fee / account holder | $671 | $10,471-93.6% | $8,698-92.3% | $11,426-94.1% |