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 | $366,067 | $180,449+102.9% | $154,107+137.5% | $135,375+170.4% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | 5.25% | 888.09%-882.8pp | 735.12%-729.9pp | 519.73%-514.5pp |
| Employer contribution / active EE | $1,014 | $6,035-83.2% | $5,298-80.9% | $4,779-78.8% |
| Participant deferral / active EE | $3,864 | $5,806-33.5% | $5,081-23.9% | $5,609-31.1% |
| Admin fee / account holder | $5,794 | $16,143-64.1% | $13,411-56.8% | $10,827-46.5% |