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 | $326,416 | $105,181+210.3% | $159,436+104.7% | $85,850+280.2% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.8%-15.1pp | 69.3%-1.6pp |
| Annual return | 18.22% | 45.07%-26.9pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,157 | $5,945+37.2% | $7,352+11.0% | $3,952+106.4% |
| Admin fee / account holder | $26,150 | $6,933+277.2% | $10,799+142.2% | $6,260+317.7% |