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 | $1,215,873 | $159,901+660.4% | $146,958+727.4% | $145,922+733.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.57% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $464 | $5,286-91.2% | $4,933-90.6% | $4,660-90.0% |
| Participant deferral / active EE | $8,311 | $8,428-1.4% | $8,070+3.0% | $6,688+24.3% |
| Admin fee / account holder | $5,713 | $15,044-62.0% | $12,998-56.0% | $13,397-57.4% |