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 5-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 | $390,084 | $72,277+439.7% | $101,248+285.3% | $79,858+388.5% |
| Participation rate | 38.0% | 68.5%-30.4pp | 75.8%-37.8pp | 69.6%-31.6pp |
| Annual return | 6619.48% | 22.30%+6597.2pp | 46.47%+6573.0pp | 31.71%+6587.8pp |
| Employer contribution / active EE | $2,316 | $2,692-13.9% | $3,660-36.7% | $2,471-6.2% |
| Participant deferral / active EE | $762 | $3,282-76.8% | $4,370-82.6% | $3,740-79.6% |
| Admin fee / account holder | $305 | $4,400-93.1% | $5,945-94.9% | $5,306-94.3% |