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 | $668,432 | $209,411+219.2% | $178,490+274.5% | $158,922+320.6% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 54.73% | 188.75%-134.0pp | 151.07%-96.3pp | 302.83%-248.1pp |
| Employer contribution / active EE | $7,158 | $5,706+25.4% | $5,011+42.9% | $4,761+50.3% |
| Participant deferral / active EE | $650 | $5,954-89.1% | $5,202-87.5% | $5,982-89.1% |
| Admin fee / account holder | $3,893 | $17,074-77.2% | $13,984-72.2% | $11,246-65.4% |