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 | $292,926 | $109,413+167.7% | $156,263+87.5% | $84,808+245.4% |
| Participation rate | 59.5% | 72.7%-13.2pp | 78.9%-19.4pp | 68.3%-8.9pp |
| Annual return | 16.42% | 20.18%-3.8pp | 59.47%-43.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $445 | $2,907-84.7% | $4,333-89.7% | $2,631-83.1% |
| Participant deferral / active EE | $7,454 | $4,590+62.4% | $6,158+21.0% | $4,212+77.0% |
| Admin fee / account holder | $7,604 | $9,357-18.7% | $14,255-46.7% | $7,344+3.5% |