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 | $365,595 | $158,398+130.8% | $126,539+188.9% | $142,382+156.8% |
| Participation rate | 14.3% | 75.8%-61.5pp | 69.8%-55.5pp | 80.1%-65.8pp |
| Annual return | 15.02% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,357 | $4,767-29.6% | $4,083-17.8% | $6,507-48.4% |
| Admin fee / account holder | $2,435 | $6,918-64.8% | $6,065-59.8% | $12,624-80.7% |