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 | $292,411 | $150,440+94.4% | $136,294+114.5% | $147,584+98.1% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 13.79% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $47 | $5,256-99.1% | $4,695-99.0% | $4,876-99.0% |
| Participant deferral / active EE | $8,749 | $6,630+32.0% | $6,247+40.1% | $5,439+60.9% |
| Admin fee / account holder | $41,911 | $10,905+284.3% | $9,243+353.4% | $10,885+285.0% |