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 9-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 | $330,920 | $88,751+272.9% | $81,812+304.5% | $145,922+126.8% |
| Participation rate | 7.1% | 75.0%-67.9pp | 72.3%-65.2pp | 80.3%-73.1pp |
| Annual return | 12.90% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $330 | $3,083-89.3% | $2,912-88.7% | $4,660-92.9% |
| Participant deferral / active EE | $1,525 | $4,643-67.2% | $4,319-64.7% | $6,688-77.2% |
| Admin fee / account holder | $51,620 | $8,415+513.4% | $7,386+598.9% | $13,397+285.3% |