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 | $295,136 | $180,449+63.6% | $154,107+91.5% | $135,375+118.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.12% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,223 | $6,035-79.7% | $5,298-76.9% | $4,779-74.4% |
| Participant deferral / active EE | $2,508 | $5,806-56.8% | $5,081-50.6% | $5,609-55.3% |
| Admin fee / account holder | $391 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |