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 | $320,033 | $86,944+268.1% | $107,525+197.6% | $74,304+330.7% |
| Participation rate | 19.0% | 59.6%-40.5pp | 75.1%-56.1pp | 60.3%-41.3pp |
| Annual return | 15.18% | 23.52%-8.3pp | 181.32%-166.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $530 | $2,757-80.8% | $3,754-85.9% | $2,241-76.3% |
| Participant deferral / active EE | $2,033 | $3,554-42.8% | $5,116-60.3% | $3,767-46.0% |
| Admin fee / account holder | $8,923 | $3,727+139.5% | $8,919+0.1% | $2,969+200.6% |