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 | $275,266 | $101,724+170.6% | $164,813+67.0% | $80,856+240.4% |
| Participation rate | 28.6% | 71.8%-43.3pp | 78.6%-50.0pp | 67.6%-39.1pp |
| Annual return | 16.14% | 16.72%-0.6pp | 69.93%-53.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,030 | $4,477-10.0% | $6,031-33.2% | $4,296-6.2% |
| Admin fee / account holder | $21,231 | $8,227+158.1% | $12,690+67.3% | $6,918+206.9% |