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 | $711,779 | $159,602+346.0% | $150,045+374.4% | $142,382+399.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 26.71% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $520 | $4,961-89.5% | $4,693-88.9% | $4,299-87.9% |
| Participant deferral / active EE | $11,050 | $8,310+33.0% | $7,997+38.2% | $6,507+69.8% |
| Admin fee / account holder | $1,925 | $14,846-87.0% | $13,435-85.7% | $12,624-84.8% |