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 | $300,517 | $152,587+96.9% | $125,175+140.1% | $152,861+96.6% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.4%-38.0pp |
| Annual return | 26.29% | 54.84%-28.5pp | 43.79%-17.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,852 | $5,868+16.8% | $4,937+38.8% | $5,850+17.1% |
| Admin fee / account holder | $3,262 | $13,434-75.7% | $9,702-66.4% | $11,596-71.9% |