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 | $2,236,257 | $201,272+1011.1% | $184,203+1114.0% | $145,922+1432.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 92.43% | 29.00%+63.4pp | 28.81%+63.6pp | 561.29%-468.9pp |
| Employer contribution / active EE | $1,219 | $7,022-82.6% | $6,427-81.0% | $4,660-73.8% |
| Participant deferral / active EE | $14,459 | $9,806+47.5% | $9,131+58.3% | $6,688+116.2% |
| Admin fee / account holder | $84,989 | $16,364+419.4% | $13,901+511.4% | $13,397+534.4% |