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 | $842,695 | $177,572+374.6% | $154,803+444.4% | $142,382+491.9% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.1%-47.3pp | 80.1%-49.4pp |
| Annual return | 15.61% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $940 | $4,810-80.5% | $4,305-78.2% | $4,299-78.1% |
| Participant deferral / active EE | $1,016 | $6,272-83.8% | $5,540-81.7% | $6,507-84.4% |
| Admin fee / account holder | $34,119 | $16,786+103.3% | $14,329+138.1% | $12,624+170.3% |