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 | $333,559 | $198,466+68.1% | $170,442+95.7% | $147,584+126.0% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 17.73% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $436 | $6,184-93.0% | $5,433-92.0% | $4,876-91.1% |
| Participant deferral / active EE | $5,396 | $5,629-4.1% | $4,939+9.2% | $5,439-0.8% |
| Admin fee / account holder | $18,351 | $16,852+8.9% | $13,880+32.2% | $10,885+68.6% |