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 | $506,020 | $117,983+328.9% | $101,794+397.1% | $142,382+255.4% |
| Participation rate | 6.3% | 74.2%-68.0pp | 69.2%-62.9pp | 80.1%-73.9pp |
| Annual return | 16.51% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $234 | $2,773-91.6% | $2,289-89.8% | $4,299-94.6% |
| Participant deferral / active EE | $1,938 | $4,714-58.9% | $4,084-52.6% | $6,507-70.2% |
| Admin fee / account holder | $250,120 | $10,433+2297.3% | $8,777+2749.7% | $12,624+1881.4% |