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 | $1,086,643 | $77,899+1294.9% | $149,673+626.0% | $75,163+1345.7% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 26.92% | 31.72%-4.8pp | 134.42%-107.5pp | 160.62%-133.7pp |
| Employer contribution / active EE | $273 | $3,137-91.3% | $4,818-94.3% | $2,670-89.8% |
| Participant deferral / active EE | $12,690 | $3,411+272.0% | $5,680+123.4% | $4,125+207.6% |
| Admin fee / account holder | $2,964 | $5,956-50.2% | $13,210-77.6% | $5,651-47.5% |