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 | $308,786 | $71,050+334.6% | $93,606+229.9% | $80,856+281.9% |
| Participation rate | 44.4% | 60.4%-16.0pp | 68.7%-24.3pp | 67.6%-23.2pp |
| Annual return | 13.12% | 11.26%+1.9pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,234 | $4,034-69.4% | $4,411-72.0% | $4,296-71.3% |
| Admin fee / account holder | $20,722 | $6,945+198.4% | $8,285+150.1% | $6,918+199.5% |