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 | $260,734 | $154,365+68.9% | $130,231+100.2% | $139,434+87.0% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.3%-42.9pp | 80.3%-47.0pp |
| Annual return | 24.71% | 30.34%-5.6pp | 38.77%-14.1pp | 372.94%-348.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,600 | $8,498-81.2% | $6,799-76.5% | $6,710-76.2% |
| Admin fee / account holder | $1,572 | $9,214-82.9% | $6,020-73.9% | $11,403-86.2% |