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 | $260,014 | $202,318+28.5% | $172,739+50.5% | $152,861+70.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 282.41% | 1029.65%-747.2pp | 802.84%-520.4pp | 345.32%-62.9pp |
| Employer contribution / active EE | $664 | $5,856-88.7% | $5,143-87.1% | $4,762-86.1% |
| Participant deferral / active EE | $2,267 | $5,948-61.9% | $5,198-56.4% | $5,850-61.3% |
| Admin fee / account holder | $1,159 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |