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 | $254,872 | $70,428+261.9% | $96,562+163.9% | $85,850+196.9% |
| Participation rate | 42.4% | 61.8%-19.4pp | 69.8%-27.4pp | 69.3%-26.9pp |
| Annual return | 13.22% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,086 | $2,894+6.7% | $3,849-19.8% | $3,952-21.9% |
| Admin fee / account holder | $59,198 | $4,997+1084.7% | $6,181+857.8% | $6,260+845.7% |