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 | $466,989 | $111,535+318.7% | $105,223+343.8% | $137,256+240.2% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.0%-36.9pp | 80.0%-41.9pp |
| Annual return | 15.65% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,804 | $5,500+5.5% | $5,072+14.4% | $6,407-9.4% |
| Admin fee / account holder | $2,516 | $9,721-74.1% | $8,859-71.6% | $12,270-79.5% |