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 | $264,747 | $140,940+87.8% | $112,229+135.9% | $139,434+89.9% |
| Participation rate | 22.2% | 79.2%-57.0pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 11.59% | 32.71%-21.1pp | 30.20%-18.6pp | 372.94%-361.4pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,177 | $5,874-28.9% | $4,798-12.9% | $6,710-37.7% |
| Admin fee / account holder | $102,209 | $9,954+926.8% | $7,748+1219.1% | $11,403+796.4% |