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 | $291,276 | $165,335+76.2% | $149,696+94.6% | $158,922+83.3% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 31.75% | 348.15%-316.4pp | 276.60%-244.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $480 | $5,103-90.6% | $4,644-89.7% | $4,761-89.9% |
| Participant deferral / active EE | $4,720 | $7,181-34.3% | $6,842-31.0% | $5,982-21.1% |
| Admin fee / account holder | $694 | $10,807-93.6% | $9,309-92.5% | $11,246-93.8% |