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 | $272,920 | $93,571+191.7% | $135,903+100.8% | $75,163+263.1% |
| Participation rate | 30.8% | 75.2%-44.4pp | 81.9%-51.1pp | 67.2%-36.4pp |
| Annual return | 15.68% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $136 | $3,537-96.2% | $4,856-97.2% | $2,670-94.9% |
| Participant deferral / active EE | $2,912 | $6,404-54.5% | $7,758-62.5% | $4,125-29.4% |
| Admin fee / account holder | $33,250 | $6,975+376.7% | $10,762+209.0% | $5,651+488.4% |