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 | $161,352+106.9% | $134,172+148.8% | $137,256+143.2% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 16.24% | 28.72%-12.5pp | 25.30%-9.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $774 | $4,099-81.1% | $3,420-77.4% | $4,156-81.4% |
| Participant deferral / active EE | $1,213 | $5,552-78.1% | $4,690-74.1% | $6,407-81.1% |
| Admin fee / account holder | $1,936 | $15,028-87.1% | $12,016-83.9% | $12,270-84.2% |