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 | $355,053 | $177,572+99.9% | $154,803+129.4% | $142,382+149.4% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.1%-13.1pp | 80.1%-15.1pp |
| Annual return | 16.47% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $739 | $4,810-84.6% | $4,305-82.8% | $4,299-82.8% |
| Participant deferral / active EE | $5,498 | $6,272-12.3% | $5,540-0.8% | $6,507-15.5% |
| Admin fee / account holder | $2,282 | $16,786-86.4% | $14,329-84.1% | $12,624-81.9% |