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 9-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 | $291,864 | $138,065+111.4% | $123,544+136.2% | $135,375+115.6% |
| Participation rate | 30.8% | 84.7%-54.0pp | 82.3%-51.5pp | 82.6%-51.9pp |
| Annual return | -4.16% | 153.68%-157.8pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $85 | $5,151-98.4% | $4,628-98.2% | $4,779-98.2% |
| Participant deferral / active EE | $4,523 | $6,799-33.5% | $6,426-29.6% | $5,609-19.4% |
| Admin fee / account holder | $44,171 | $10,916+304.6% | $9,284+375.8% | $10,827+308.0% |