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 | $360,369 | $58,927+511.6% | $76,817+369.1% | $72,985+393.8% |
| Participation rate | 61.3% | 67.3%-6.1pp | 72.1%-10.8pp | 69.5%-8.2pp |
| Annual return | 21.87% | 2305.64%-2283.8pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,974 | $2,690+10.5% | $3,336-10.8% | $3,607-17.6% |
| Admin fee / account holder | $3,602 | $4,013-10.2% | $6,420-43.9% | $5,124-29.7% |