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 | $277,217 | $148,534+86.6% | $135,903+104.0% | $139,434+98.8% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.1pp |
| Annual return | 20.75% | 79.19%-58.4pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,773 | $8,100-41.1% | $7,758-38.5% | $6,710-28.9% |
| Admin fee / account holder | $849 | $12,400-93.2% | $10,762-92.1% | $11,403-92.6% |