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 | $279,175 | $176,056+58.6% | $159,436+75.1% | $167,490+66.7% |
| Participation rate | 9.5% | 84.9%-75.4pp | 82.8%-73.3pp | 82.1%-72.6pp |
| Annual return | 16.92% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $749 | $5,297-85.9% | $4,829-84.5% | $4,837-84.5% |
| Participant deferral / active EE | $2,718 | $7,750-64.9% | $7,352-63.0% | $6,341-57.1% |
| Admin fee / account holder | $650 | $12,554-94.8% | $10,799-94.0% | $12,309-94.7% |