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 5-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 | $536,957 | $29,660+1710.4% | $56,411+851.9% | $80,856+564.1% |
| Participation rate | 4.0% | 41.6%-37.6pp | 52.5%-48.5pp | 67.6%-63.6pp |
| Annual return | 16.27% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $53 | $669-92.0% | $1,039-94.9% | $2,755-98.1% |
| Participant deferral / active EE | $370 | $1,226-69.8% | $1,952-81.0% | $4,296-91.4% |
| Admin fee / account holder | $63,035 | $2,428+2496.7% | $2,829+2128.3% | $6,918+811.2% |