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 | $347,196 | $173,345+100.3% | $136,007+155.3% | $145,922+137.9% |
| Participation rate | 34.8% | 80.5%-45.7pp | 76.5%-41.7pp | 80.3%-45.5pp |
| Annual return | 20.50% | 1163.32%-1142.8pp | 579.32%-558.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,302 | $5,278-56.4% | $4,217-45.4% | $4,660-50.6% |
| Participant deferral / active EE | $2,168 | $8,699-75.1% | $7,025-69.1% | $6,688-67.6% |
| Admin fee / account holder | $4,463 | $9,954-55.2% | $6,858-34.9% | $13,397-66.7% |