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 9-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 | $291,950 | $127,386+129.2% | $115,037+153.8% | $125,391+132.8% |
| Participation rate | 13.0% | 84.2%-71.1pp | 81.4%-68.3pp | 83.2%-70.1pp |
| Annual return | -1.92% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,157 | $6,423-82.0% | $6,026-80.8% | $5,352-78.4% |
| Admin fee / account holder | $49,755 | $9,516+422.8% | $8,175+508.6% | $9,540+421.5% |