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 | $295,223 | $197,591+49.4% | $177,821+66.0% | $158,922+85.8% |
| Participation rate | 36.4% | 88.5%-52.2pp | 87.7%-51.4pp | 82.0%-45.6pp |
| Annual return | 20.40% | 58.76%-38.4pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,115 | $6,697-53.5% | $5,918-47.4% | $4,761-34.6% |
| Participant deferral / active EE | $2,496 | $8,405-70.3% | $7,714-67.6% | $5,982-58.3% |
| Admin fee / account holder | $3,077 | $15,399-80.0% | $12,427-75.2% | $11,246-72.6% |