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 | $1,233,070 | $118,450+941.0% | $98,439+1152.6% | $139,434+784.3% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 27.75% | 18.94%+8.8pp | 21.16%+6.6pp | 372.94%-345.2pp |
| Employer contribution / active EE | $247 | $3,609-93.2% | $3,048-91.9% | $4,751-94.8% |
| Participant deferral / active EE | $1,750 | $5,392-67.5% | $4,738-63.1% | $6,710-73.9% |
| Admin fee / account holder | $49,511 | $14,026+253.0% | $8,948+453.4% | $11,403+334.2% |