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 6-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 | $337,547 | $158,398+113.1% | $126,539+166.8% | $142,382+137.1% |
| Participation rate | 36.4% | 75.8%-39.4pp | 69.8%-33.5pp | 80.1%-43.8pp |
| Annual return | 16.58% | 593.76%-577.2pp | 425.95%-409.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,817 | $4,767+1.1% | $4,083+18.0% | $6,507-26.0% |
| Admin fee / account holder | $1,118 | $6,918-83.8% | $6,065-81.6% | $12,624-91.1% |