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 | $815,110 | $171,865+374.3% | $149,718+444.4% | $147,584+452.3% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 23.78% | 2113.22%-2089.4pp | 1501.63%-1477.9pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,880 | $6,275-70.0% | $5,445-65.5% | $4,876-61.5% |
| Participant deferral / active EE | $1,880 | $7,271-74.1% | $6,569-71.4% | $5,439-65.4% |
| Admin fee / account holder | $10,848 | $13,799-21.4% | $11,283-3.9% | $10,885-0.3% |