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 | $359,757 | $217,402+65.5% | $185,823+93.6% | $167,490+114.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.96% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $849 | $5,873-85.6% | $5,167-83.6% | $4,837-82.5% |
| Participant deferral / active EE | $5,417 | $6,356-14.8% | $5,568-2.7% | $6,341-14.6% |
| Admin fee / account holder | $6,567 | $19,811-66.9% | $16,237-59.6% | $12,309-46.7% |