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 9-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 | $739,339 | $209,411+253.1% | $178,490+314.2% | $158,922+365.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 9.65% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $630 | $5,706-89.0% | $5,011-87.4% | $4,761-86.8% |
| Participant deferral / active EE | $2,677 | $5,954-55.0% | $5,202-48.5% | $5,982-55.2% |
| Admin fee / account holder | $299,998 | $17,074+1657.0% | $13,984+2045.3% | $11,246+2567.7% |