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 | $253,144 | $72,012+251.5% | $185,823+36.2% | $79,858+217.0% |
| Participation rate | 69.9% | 65.8%+4.1pp | 78.0%-8.1pp | 69.6%+0.3pp |
| Annual return | 23.14% | 23.12%0pp | 35.95%-12.8pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,744 | $3,779+131.4% | $5,632+55.2% | $3,740+133.8% |
| Admin fee / account holder | $21,810 | $4,513+383.3% | $9,500+129.6% | $5,306+311.0% |