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 | $111,535+310.9% | $105,223+335.5% | $137,256+233.9% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.0%-62.5pp | 80.0%-67.5pp |
| Annual return | 15.61% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $600 | $3,939-84.8% | $3,689-83.7% | $4,156-85.6% |
| Participant deferral / active EE | $3,875 | $5,500-29.5% | $5,072-23.6% | $6,407-39.5% |
| Admin fee / account holder | $3,738 | $9,721-61.5% | $8,859-57.8% | $12,270-69.5% |