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 | $430,349 | $118,450+263.3% | $98,439+337.2% | $139,434+208.6% |
| Participation rate | 55.0% | 77.4%-22.4pp | 75.2%-20.2pp | 80.3%-25.3pp |
| Annual return | 24.18% | 18.94%+5.2pp | 21.16%+3.0pp | 372.94%-348.8pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,508 | $5,392-53.5% | $4,738-47.1% | $6,710-62.6% |
| Admin fee / account holder | $1,034 | $14,026-92.6% | $8,948-88.4% | $11,403-90.9% |