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 | $386,749 | $112,881+242.6% | $90,951+325.2% | $158,922+143.4% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 26.70% | 215.79%-189.1pp | 134.60%-107.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $347 | $2,893-88.0% | $2,122-83.6% | $4,761-92.7% |
| Participant deferral / active EE | $2,234 | $4,128-45.9% | $3,373-33.8% | $5,982-62.7% |
| Admin fee / account holder | $1,166 | $8,041-85.5% | $5,959-80.4% | $11,246-89.6% |