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 | $259,765 | $198,466+30.9% | $170,442+52.4% | $147,584+76.0% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 12.50% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $338 | $6,184-94.5% | $5,433-93.8% | $4,876-93.1% |
| Participant deferral / active EE | $5,421 | $5,629-3.7% | $4,939+9.8% | $5,439-0.3% |
| Admin fee / account holder | $90,851 | $16,852+439.1% | $13,880+554.5% | $10,885+734.6% |