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 | $627,295 | $176,056+256.3% | $159,436+293.4% | $167,490+274.5% |
| Participation rate | 36.8% | 84.9%-48.1pp | 82.8%-46.0pp | 82.1%-45.3pp |
| Annual return | 15.16% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,938 | $7,750-36.3% | $7,352-32.8% | $6,341-22.1% |
| Admin fee / account holder | $66,066 | $12,554+426.3% | $10,799+511.8% | $12,309+436.7% |