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 | $264,932 | $62,586+323.3% | $76,768+245.1% | $64,186+312.8% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | 1.52% | -1.95%+3.5pp | 2.43%-0.9pp | 7.63%-6.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,686 | $3,145-46.4% | $3,852-56.2% | $3,470-51.4% |
| Admin fee / account holder | $28,693 | $4,667+514.8% | $6,675+329.9% | $4,888+487.0% |