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 | $277,049 | $81,208+241.2% | $98,907+180.1% | $79,858+246.9% |
| Participation rate | 42.9% | 72.5%-29.6pp | 76.0%-33.2pp | 69.6%-26.8pp |
| Annual return | 16.92% | 60.99%-44.1pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,177 | $3,265-2.7% | $4,244-25.1% | $3,740-15.0% |
| Admin fee / account holder | $28,060 | $6,013+366.7% | $6,642+322.5% | $5,306+428.8% |