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 | $3,314,418 | $217,402+1424.6% | $185,823+1683.6% | $167,490+1878.9% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 43.70% | 148.36%-104.7pp | 122.05%-78.3pp | 478.56%-434.9pp |
| Employer contribution / active EE | $521 | $5,873-91.1% | $5,167-89.9% | $4,837-89.2% |
| Participant deferral / active EE | $2,728 | $6,356-57.1% | $5,568-51.0% | $6,341-57.0% |
| Admin fee / account holder | $17,391 | $19,811-12.2% | $16,237+7.1% | $12,309+41.3% |