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 | $252,669 | $202,432+24.8% | $169,368+49.2% | $139,434+81.2% |
| Participation rate | 26.3% | 81.1%-54.8pp | 77.1%-50.8pp | 80.3%-54.0pp |
| Annual return | 11.63% | 531.74%-520.1pp | 405.60%-394.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $228 | $4,692-95.1% | $4,013-94.3% | $4,751-95.2% |
| Participant deferral / active EE | $2,279 | $6,938-67.2% | $6,221-63.4% | $6,710-66.0% |
| Admin fee / account holder | $3,774 | $10,708-64.8% | $9,003-58.1% | $11,403-66.9% |