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 | $348,738 | $111,724+212.1% | $93,606+272.6% | $145,922+139.0% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 19.56% | 202.98%-183.4pp | 133.20%-113.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $360 | $3,090-88.3% | $2,420-85.1% | $4,660-92.3% |
| Participant deferral / active EE | $2,071 | $4,912-57.8% | $4,411-53.1% | $6,688-69.0% |
| Admin fee / account holder | $14,729 | $10,250+43.7% | $8,285+77.8% | $13,397+9.9% |