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 | $685,698 | $159,901+328.8% | $146,958+366.6% | $145,922+369.9% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 22.60% | 98.13%-75.5pp | 418.34%-395.7pp | 561.29%-538.7pp |
| Employer contribution / active EE | $553 | $5,286-89.5% | $4,933-88.8% | $4,660-88.1% |
| Participant deferral / active EE | $5,216 | $8,428-38.1% | $8,070-35.4% | $6,688-22.0% |
| Admin fee / account holder | $3,734 | $15,044-75.2% | $12,998-71.3% | $13,397-72.1% |