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 | $339,862 | $185,822+82.9% | $169,993+99.9% | $139,434+143.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 34.90% | 60.50%-25.6pp | 53.37%-18.5pp | 372.94%-338.0pp |
| Employer contribution / active EE | $1,479 | $7,590-80.5% | $6,785-78.2% | $4,751-68.9% |
| Participant deferral / active EE | $1,708 | $11,622-85.3% | $10,408-83.6% | $6,710-74.5% |
| Admin fee / account holder | $108,435 | $15,381+605.0% | $12,815+746.2% | $11,403+851.0% |