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 | $267,311 | $101,724+162.8% | $164,813+62.2% | $80,856+230.6% |
| Participation rate | 21.4% | 71.8%-50.4pp | 78.6%-57.2pp | 67.6%-46.2pp |
| Annual return | 12.45% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,804 | $4,477-37.4% | $6,031-53.5% | $4,296-34.7% |
| Admin fee / account holder | $30,480 | $8,227+270.5% | $12,690+140.2% | $6,918+340.6% |