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 | $288,664 | $70,428+309.9% | $96,562+198.9% | $85,850+236.2% |
| Participation rate | 43.3% | 61.8%-18.5pp | 69.8%-26.5pp | 69.3%-26.0pp |
| Annual return | 14.34% | 18.59%-4.3pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $183 | $1,413-87.0% | $2,356-92.2% | $2,565-92.9% |
| Participant deferral / active EE | $2,270 | $2,894-21.6% | $3,849-41.0% | $3,952-42.6% |
| Admin fee / account holder | $1,153 | $4,997-76.9% | $6,181-81.3% | $6,260-81.6% |