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 | $2,834,812 | $175,202+1518.0% | $149,673+1794.0% | $139,434+1933.1% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.0pp |
| Annual return | 49.96% | 166.71%-116.7pp | 134.42%-84.5pp | 372.94%-323.0pp |
| Employer contribution / active EE | $576 | $5,474-89.5% | $4,818-88.0% | $4,751-87.9% |
| Participant deferral / active EE | $4,286 | $6,519-34.3% | $5,680-24.5% | $6,710-36.1% |
| Admin fee / account holder | $23,974 | $16,150+48.4% | $13,210+81.5% | $11,403+110.3% |