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 | $305,427 | $159,602+91.4% | $150,045+103.6% | $142,382+114.5% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.3%-20.4pp | 80.1%-18.2pp |
| Annual return | 12.88% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,163 | $8,310-25.8% | $7,997-22.9% | $6,507-5.3% |
| Admin fee / account holder | $17,618 | $14,846+18.7% | $13,435+31.1% | $12,624+39.6% |