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 | $267,489 | $201,259+32.9% | $184,200+45.2% | $145,959+83.3% |
| Participation rate | 28.6% | 87.5%-58.9pp | 86.8%-58.3pp | 80.3%-51.7pp |
| Annual return | 15.32% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,775 | $9,806-41.1% | $9,132-36.8% | $6,689-13.7% |
| Admin fee / account holder | $46,043 | $16,372+181.2% | $13,907+231.1% | $13,398+243.7% |