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 | $88,751+233.8% | $81,812+262.1% | $145,922+103.0% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.3%-30.2pp | 80.3%-38.2pp |
| Annual return | 23.91% | 1025.40%-1001.5pp | 773.79%-749.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,001 | $4,643-56.9% | $4,319-53.7% | $6,688-70.1% |
| Admin fee / account holder | $91,993 | $8,415+993.2% | $7,386+1145.5% | $13,397+586.7% |