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 | $259,440 | $65,561+295.7% | $86,188+201.0% | $75,163+245.2% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.3pp |
| Annual return | 14.07% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,860 | $3,024+159.9% | $3,985+97.2% | $4,125+90.5% |
| Admin fee / account holder | $1,463 | $5,474-73.3% | $6,852-78.6% | $5,651-74.1% |