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 | $326,953 | $171,865+90.2% | $149,718+118.4% | $147,584+121.5% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | 16.26% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $655 | $6,275-89.6% | $5,445-88.0% | $4,876-86.6% |
| Participant deferral / active EE | $2,733 | $7,271-62.4% | $6,569-58.4% | $5,439-49.7% |
| Admin fee / account holder | $28,790 | $13,799+108.6% | $11,283+155.2% | $10,885+164.5% |