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 | $358,831 | $197,591+81.6% | $177,821+101.8% | $158,922+125.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 20.37% | 58.76%-38.4pp | 48.32%-27.9pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,384 | $6,697-79.3% | $5,918-76.6% | $4,761-70.9% |
| Participant deferral / active EE | $5,216 | $8,405-37.9% | $7,714-32.4% | $5,982-12.8% |
| Admin fee / account holder | $1,262 | $15,399-91.8% | $12,427-89.8% | $11,246-88.8% |