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 | $416,747 | $189,613+119.8% | $167,512+148.8% | $142,382+192.7% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.1%-7.8pp | 80.1%-10.9pp |
| Annual return | 14.33% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,372 | $6,981+62.9% | $6,405+77.6% | $6,507+74.8% |
| Admin fee / account holder | $11,111 | $10,528+5.5% | $9,769+13.7% | $12,624-12.0% |