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 | $458,285 | $114,381+300.7% | $107,525+326.2% | $142,382+221.9% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.1%-62.6pp | 80.1%-67.6pp |
| Annual return | 15.61% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $600 | $4,015-85.1% | $3,754-84.0% | $4,299-86.0% |
| Participant deferral / active EE | $3,875 | $5,564-30.4% | $5,116-24.3% | $6,507-40.5% |
| Admin fee / account holder | $3,738 | $9,860-62.1% | $8,919-58.1% | $12,624-70.4% |