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 | $333,870 | $163,101+104.7% | $136,749+144.1% | $142,382+134.5% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 16.24% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $774 | $4,117-81.2% | $3,400-77.2% | $4,299-82.0% |
| Participant deferral / active EE | $1,213 | $5,585-78.3% | $4,692-74.1% | $6,507-81.4% |
| Admin fee / account holder | $1,936 | $14,318-86.5% | $11,386-83.0% | $12,624-84.7% |