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 | $320,520 | $180,449+77.6% | $154,107+108.0% | $135,375+136.8% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -7.27% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $919 | $6,035-84.8% | $5,298-82.7% | $4,779-80.8% |
| Participant deferral / active EE | $2,520 | $5,806-56.6% | $5,081-50.4% | $5,609-55.1% |
| Admin fee / account holder | $3,547 | $16,143-78.0% | $13,411-73.6% | $10,827-67.2% |