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 | $257,600 | $64,707+298.1% | $112,228+129.5% | $68,494+276.1% |
| Participation rate | 63.1% | 67.2%-4.1pp | 75.1%-12.0pp | 67.9%-4.8pp |
| Annual return | 105.64% | -11.40%+117.0pp | 27.45%+78.2pp | -7.84%+113.5pp |
| Employer contribution / active EE | $177 | $2,746-93.6% | $3,635-95.1% | $2,596-93.2% |
| Participant deferral / active EE | $3,836 | $3,565+7.6% | $4,728-18.9% | $4,027-4.7% |
| Admin fee / account holder | $75,230 | $5,232+1337.9% | $6,410+1073.6% | $5,403+1292.4% |