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 | $273,523 | $150,440+81.8% | $136,294+100.7% | $147,584+85.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13.00% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $18,011 | $5,256+242.7% | $4,695+283.6% | $4,876+269.4% |
| Participant deferral / active EE | $1,563 | $6,630-76.4% | $6,247-75.0% | $5,439-71.3% |
| Admin fee / account holder | $8,938 | $10,905-18.0% | $9,243-3.3% | $10,885-17.9% |