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 | $282,911 | $109,413+158.6% | $156,263+81.0% | $84,808+233.6% |
| Participation rate | 65.5% | 72.7%-7.2pp | 78.9%-13.4pp | 68.3%-2.8pp |
| Annual return | 19.23% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,674 | $4,590+132.6% | $6,158+73.3% | $4,212+153.4% |
| Admin fee / account holder | $9,073 | $9,357-3.0% | $14,255-36.3% | $7,344+23.6% |