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 | $2,709,033 | $77,503+3395.4% | $100,391+2598.5% | $80,856+3250.4% |
| Participation rate | 2.3% | 76.9%-74.6pp | 81.5%-79.2pp | 67.6%-65.3pp |
| Annual return | 12.41% | 37.20%-24.8pp | 49.20%-36.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $116 | $2,801-95.8% | $3,942-97.1% | $2,755-95.8% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $438 | $5,897-92.6% | $7,899-94.5% | $6,918-93.7% |