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.
Employer 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 | $297,775 | $165,984+79.4% | $164,813+80.7% | $145,922+104.1% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.6%-31.5pp | 80.3%-33.2pp |
| Annual return | 33.62% | 100.03%-66.4pp | 69.93%-36.3pp | 561.29%-527.7pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,187 | $6,959-25.5% | $6,031-14.0% | $6,688-22.4% |
| Admin fee / account holder | $145,769 | $16,648+775.6% | $12,690+1048.7% | $13,397+988.1% |