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 | $296,254 | $88,710+234.0% | $81,783+262.2% | $145,959+103.0% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.4%-30.2pp | 80.3%-38.2pp |
| Annual return | 23.91% | 1027.26%-1003.3pp | 775.05%-751.1pp | 561.95%-538.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,001 | $4,645-56.9% | $4,320-53.7% | $6,689-70.1% |
| Admin fee / account holder | $91,993 | $8,407+994.2% | $7,380+1146.5% | $13,398+586.6% |