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 | $1,367,603 | $138,044+890.7% | $125,339+991.1% | $134,475+917.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -7.97% | 750.33%-758.3pp | 572.05%-580.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,000 | $5,243-80.9% | $4,814-79.2% | $4,740-78.9% |
| Participant deferral / active EE | $1,000 | $7,799-87.2% | $7,446-86.6% | $6,400-84.4% |
| Admin fee / account holder | $131,597 | $11,571+1037.3% | $10,010+1214.7% | $11,426+1051.7% |