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 | $398,022 | $63,764+524.2% | $81,930+385.8% | $79,858+398.4% |
| Participation rate | 68.6% | 67.5%+1.1pp | 72.0%-3.4pp | 69.6%-1.1pp |
| Annual return | 10.73% | 22.66%-11.9pp | 29.49%-18.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,315 | $2,780+19.2% | $7,107-53.3% | $3,740-11.4% |
| Admin fee / account holder | $5,762 | $4,426+30.2% | $5,158+11.7% | $5,306+8.6% |