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 | $618,791 | $102,317+504.8% | $146,958+321.1% | $80,856+665.3% |
| Participation rate | 16.4% | 75.8%-59.5pp | 82.2%-65.8pp | 67.6%-51.3pp |
| Annual return | 33.07% | 134.76%-101.7pp | 418.34%-385.3pp | 35.59%-2.5pp |
| Employer contribution / active EE | $846 | $3,713-77.2% | $4,933-82.9% | $2,755-69.3% |
| Participant deferral / active EE | $3,353 | $6,644-49.5% | $8,070-58.4% | $4,296-21.9% |
| Admin fee / account holder | $11,162 | $7,941+40.6% | $12,998-14.1% | $6,918+61.3% |