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 | $255,867 | $87,013+194.1% | $106,213+140.9% | $80,856+216.4% |
| Participation rate | 56.4% | 70.4%-14.1pp | 75.3%-18.9pp | 67.6%-11.3pp |
| Annual return | 15.52% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $363 | $2,395-84.9% | $3,171-88.6% | $2,755-86.8% |
| Participant deferral / active EE | $6,534 | $3,986+63.9% | $5,016+30.3% | $4,296+52.1% |
| Admin fee / account holder | $2,458 | $8,431-70.8% | $11,033-77.7% | $6,918-64.5% |