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 | $931,126 | $159,901+482.3% | $146,958+533.6% | $145,922+538.1% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 51.49% | 98.13%-46.6pp | 418.34%-366.8pp | 561.29%-509.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,834 | $8,428-66.4% | $8,070-64.9% | $6,688-57.6% |
| Admin fee / account holder | $89,471 | $15,044+494.7% | $12,998+588.3% | $13,397+567.8% |