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 | $727,011 | $210,648+245.1% | $177,989+308.5% | $145,922+398.2% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 17.48% | 385.86%-368.4pp | 294.48%-277.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,820 | $6,958-59.5% | $6,276-55.1% | $6,688-57.8% |
| Admin fee / account holder | $23,778 | $12,013+97.9% | $10,363+129.4% | $13,397+77.5% |