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 9-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 | $320,534 | $197,591+62.2% | $177,821+80.3% | $158,922+101.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 18.07% | 58.76%-40.7pp | 48.32%-30.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $872 | $6,697-87.0% | $5,918-85.3% | $4,761-81.7% |
| Participant deferral / active EE | $4,784 | $8,405-43.1% | $7,714-38.0% | $5,982-20.0% |
| Admin fee / account holder | $1,861 | $15,399-87.9% | $12,427-85.0% | $11,246-83.5% |