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 | $282,447 | $144,119+96.0% | $117,854+139.7% | $147,584+91.4% |
| Participation rate | 27.3% | 83.4%-56.1pp | 79.7%-52.4pp | 82.8%-55.6pp |
| Annual return | 17.42% | 531.15%-513.7pp | 335.08%-317.7pp | 578.55%-561.1pp |
| Employer contribution / active EE | $810 | $4,896-83.5% | $3,786-78.6% | $4,876-83.4% |
| Participant deferral / active EE | $4,179 | $5,316-21.4% | $4,482-6.8% | $5,439-23.2% |
| Admin fee / account holder | $6,950 | $10,886-36.2% | $8,020-13.3% | $10,885-36.1% |