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 | $774,907 | $133,958+478.5% | $112,228+590.5% | $134,475+476.2% |
| Participation rate | 10.0% | 78.6%-68.6pp | 75.1%-65.1pp | 81.2%-71.2pp |
| Annual return | -18.30% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,664 | $5,291-49.6% | $4,728-43.6% | $6,400-58.4% |
| Admin fee / account holder | $5,012 | $7,489-33.1% | $6,410-21.8% | $11,426-56.1% |