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 | $353,054 | $159,901+120.8% | $146,958+140.2% | $145,922+141.9% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 14.27% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $365 | $5,286-93.1% | $4,933-92.6% | $4,660-92.2% |
| Participant deferral / active EE | $7,759 | $8,428-7.9% | $8,070-3.9% | $6,688+16.0% |
| Admin fee / account holder | $86,703 | $15,044+476.3% | $12,998+567.0% | $13,397+547.2% |