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 | $490,323 | $214,378+128.7% | $200,582+144.4% | $142,382+244.4% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 15.87% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $800 | $6,841-88.3% | $6,419-87.5% | $4,299-81.4% |
| Participant deferral / active EE | $10,333 | $9,865+4.8% | $9,331+10.7% | $6,507+58.8% |
| Admin fee / account holder | $4,249 | $17,692-76.0% | $16,305-73.9% | $12,624-66.3% |