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 | $546,274 | $113,935+379.5% | $94,224+479.8% | $125,391+335.7% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -0.58% | 5.29%-5.9pp | 10.68%-11.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $192 | $4,727-95.9% | $3,587-94.7% | $4,866-96.1% |
| Participant deferral / active EE | $7,600 | $5,179+46.8% | $4,320+75.9% | $5,352+42.0% |
| Admin fee / account holder | $16,721 | $8,391+99.3% | $6,269+166.7% | $9,540+75.3% |