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 5-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 | $255,929 | $161,352+58.6% | $134,172+90.7% | $137,256+86.5% |
| Participation rate | 26.3% | 78.3%-52.0pp | 72.5%-46.2pp | 80.0%-53.6pp |
| Annual return | 10.88% | 28.72%-17.8pp | 25.30%-14.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $663 | $4,099-83.8% | $3,420-80.6% | $4,156-84.0% |
| Participant deferral / active EE | $3,945 | $5,552-29.0% | $4,690-15.9% | $6,407-38.4% |
| Admin fee / account holder | $2,544 | $15,028-83.1% | $12,016-78.8% | $12,270-79.3% |