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 9-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 | $499,391 | $150,197+232.5% | $120,368+314.9% | $145,959+242.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 14.35% | 154.26%-139.9pp | 107.26%-92.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $764 | $4,350-82.4% | $3,465-77.9% | $4,661-83.6% |
| Participant deferral / active EE | $15,333 | $6,174+148.4% | $4,991+207.2% | $6,689+129.2% |
| Admin fee / account holder | $380 | $12,216-96.9% | $9,429-96.0% | $13,398-97.2% |