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 | $263,971 | $112,096+135.5% | $95,952+175.1% | $158,922+66.1% |
| Participation rate | 65.2% | 79.0%-13.8pp | 77.1%-11.9pp | 82.0%-16.7pp |
| Annual return | 6.36% | 171.09%-164.7pp | 91.61%-85.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,563 | $4,784-46.4% | $4,167-38.5% | $5,982-57.2% |
| Admin fee / account holder | $24,063 | $10,130+137.5% | $6,795+254.1% | $11,246+114.0% |