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 8-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 | $408,357 | $111,754+265.4% | $103,333+295.2% | $145,922+179.8% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 10.13% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $693 | $4,212-83.5% | $3,868-82.1% | $4,660-85.1% |
| Participant deferral / active EE | $2,618 | $5,619-53.4% | $5,057-48.2% | $6,688-60.9% |
| Admin fee / account holder | $544,860 | $9,750+5488.2% | $8,355+6421.6% | $13,397+3967.0% |