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 | $3,821,709 | $183,519+1982.5% | $155,509+2357.5% | $145,922+2519.0% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 33.55% | 61.17%-27.6pp | 64.67%-31.1pp | 561.29%-527.7pp |
| Employer contribution / active EE | $689 | $5,313-87.0% | $4,672-85.3% | $4,660-85.2% |
| Participant deferral / active EE | $3,802 | $6,462-41.2% | $5,626-32.4% | $6,688-43.1% |
| Admin fee / account holder | $14,437 | $19,313-25.2% | $15,912-9.3% | $13,397+7.8% |