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 | $359,047 | $138,065+160.1% | $123,544+190.6% | $135,375+165.2% |
| Participation rate | 18.2% | 84.7%-66.6pp | 82.3%-64.1pp | 82.6%-64.5pp |
| Annual return | -7.07% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $633 | $5,151-87.7% | $4,628-86.3% | $4,779-86.8% |
| Participant deferral / active EE | $2,824 | $6,799-58.5% | $6,426-56.1% | $5,609-49.7% |
| Admin fee / account holder | $11,372 | $10,916+4.2% | $9,284+22.5% | $10,827+5.0% |