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 | $254,555 | $146,267+74.0% | $197,124+29.1% | $82,448+208.7% |
| Participation rate | 68.2% | 84.0%-15.8pp | 86.7%-18.5pp | 68.1%+0.1pp |
| Annual return | 14.42% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $19,008 | $7,035+170.2% | $9,135+108.1% | $4,139+359.2% |
| Admin fee / account holder | $6,850 | $14,422-52.5% | $16,298-58.0% | $7,234-5.3% |