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 | $302,975 | $154,117+96.6% | $129,995+133.1% | $139,434+117.3% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 57.92% | 32.48%+25.4pp | -137.18%+195.1pp | 372.94%-315.0pp |
| Employer contribution / active EE | $825 | $5,289-84.4% | $4,320-80.9% | $4,751-82.6% |
| Participant deferral / active EE | $2,643 | $6,710-60.6% | $5,820-54.6% | $6,710-60.6% |
| Admin fee / account holder | $331 | $14,007-97.6% | $10,614-96.9% | $11,403-97.1% |