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 | $654,977 | $165,335+296.2% | $149,696+337.5% | $158,922+312.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.61% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $613 | $5,103-88.0% | $4,644-86.8% | $4,761-87.1% |
| Participant deferral / active EE | $5,888 | $7,181-18.0% | $6,842-13.9% | $5,982-1.6% |
| Admin fee / account holder | $8,358 | $10,807-22.7% | $9,309-10.2% | $11,246-25.7% |