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 | $287,180 | $112,881+154.4% | $90,951+215.8% | $158,922+80.7% |
| Participation rate | 41.7% | 74.7%-33.1pp | 69.0%-27.3pp | 82.0%-40.3pp |
| Annual return | 16.71% | 215.79%-199.1pp | 134.60%-117.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,445 | $4,128-65.0% | $3,373-57.2% | $5,982-75.8% |
| Admin fee / account holder | $11,250 | $8,041+39.9% | $5,959+88.8% | $11,2460% |