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 | $637,890 | $177,572+259.2% | $154,803+312.1% | $142,382+348.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 18.97% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $820 | $4,810-83.0% | $4,305-81.0% | $4,299-80.9% |
| Participant deferral / active EE | $16,630 | $6,272+165.2% | $5,540+200.2% | $6,507+155.6% |
| Admin fee / account holder | $6,617 | $16,786-60.6% | $14,329-53.8% | $12,624-47.6% |