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 | $467,511 | $183,519+154.7% | $155,509+200.6% | $145,922+220.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.13% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,503 | $5,313+3.6% | $4,672+17.8% | $4,660+18.1% |
| Participant deferral / active EE | $813 | $6,462-87.4% | $5,626-85.6% | $6,688-87.9% |
| Admin fee / account holder | $2,774 | $19,313-85.6% | $15,912-82.6% | $13,397-79.3% |