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 | $349,428 | $180,449+93.6% | $154,107+126.7% | $135,375+158.1% |
| Participation rate | 12.5% | 87.4%-74.9pp | 83.0%-70.5pp | 82.6%-70.1pp |
| Annual return | -2.81% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $338 | $6,035-94.4% | $5,298-93.6% | $4,779-92.9% |
| Participant deferral / active EE | $2,187 | $5,806-62.3% | $5,081-56.9% | $5,609-61.0% |
| Admin fee / account holder | $4,023 | $16,143-75.1% | $13,411-70.0% | $10,827-62.8% |