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 | $507,675 | $179,726+182.5% | $156,263+224.9% | $142,382+256.6% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.9%-64.6pp | 80.1%-65.8pp |
| Annual return | 32.48% | 77.86%-45.4pp | 59.47%-27.0pp | 217.08%-184.6pp |
| Employer contribution / active EE | $822 | $5,069-83.8% | $4,333-81.0% | $4,299-80.9% |
| Participant deferral / active EE | $3,716 | $6,956-46.6% | $6,158-39.7% | $6,507-42.9% |
| Admin fee / account holder | $17,850 | $17,272+3.3% | $14,255+25.2% | $12,624+41.4% |