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 | $272,550 | $117,983+131.0% | $101,794+167.7% | $142,382+91.4% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.2%-46.1pp | 80.1%-57.0pp |
| Annual return | 14.39% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $170 | $2,773-93.9% | $2,289-92.6% | $4,299-96.0% |
| Participant deferral / active EE | $2,504 | $4,714-46.9% | $4,084-38.7% | $6,507-61.5% |
| Admin fee / account holder | $1,044 | $10,433-90.0% | $8,777-88.1% | $12,624-91.7% |