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 | $353,656 | $43,133+719.9% | $89,391+295.6% | $73,488+381.2% |
| Participation rate | 1.9% | 55.0%-53.1pp | 68.0%-66.1pp | 70.7%-68.8pp |
| Annual return | 28.86% | 135.66%-106.8pp | 245.62%-216.8pp | 28.51%+0.3pp |
| Employer contribution / active EE | $580 | $1,438-59.7% | $2,586-77.6% | $2,270-74.5% |
| Participant deferral / active EE | $484 | $2,445-80.2% | $3,890-87.6% | $3,740-87.1% |
| Admin fee / account holder | $7,389 | $444+1565.1% | $4,881+51.4% | $513+1340.2% |