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 | $260,184 | $116,175+124.0% | $93,606+178.0% | $152,861+70.2% |
| Participation rate | 47.6% | 78.0%-30.4pp | 75.8%-28.2pp | 82.4%-34.8pp |
| Annual return | 21.49% | 35.96%-14.5pp | 32.76%-11.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $854 | $3,218-73.5% | $2,718-68.6% | $4,762-82.1% |
| Participant deferral / active EE | $1,239 | $4,603-73.1% | $4,069-69.6% | $5,850-78.8% |
| Admin fee / account holder | $7,544 | $10,748-29.8% | $7,888-4.4% | $11,596-34.9% |