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 7-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 | $535,783 | $148,534+260.7% | $135,903+294.2% | $139,434+284.3% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 25.79% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.2pp |
| Employer contribution / active EE | $737 | $5,243-85.9% | $4,856-84.8% | $4,751-84.5% |
| Participant deferral / active EE | $6,374 | $8,100-21.3% | $7,758-17.8% | $6,710-5.0% |
| Admin fee / account holder | $2,950 | $12,400-76.2% | $10,762-72.6% | $11,403-74.1% |