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 | $503,662 | $183,519+174.4% | $155,509+223.9% | $145,922+245.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.03% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $716 | $5,313-86.5% | $4,672-84.7% | $4,660-84.6% |
| Participant deferral / active EE | $3,715 | $6,462-42.5% | $5,626-34.0% | $6,688-44.5% |
| Admin fee / account holder | $3,780 | $19,313-80.4% | $15,912-76.2% | $13,397-71.8% |