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 | $412,687 | $168,632+144.7% | $147,614+179.6% | $125,391+229.1% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 1.96% | 77.65%-75.7pp | 61.98%-60.0pp | 282.22%-280.3pp |
| Employer contribution / active EE | $891 | $6,252-85.7% | $5,564-84.0% | $4,866-81.7% |
| Participant deferral / active EE | $18,000 | $5,507+226.9% | $4,895+267.7% | $5,352+236.4% |
| Admin fee / account holder | $5,208 | $13,580-61.6% | $11,611-55.1% | $9,540-45.4% |