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 | $260,283 | $148,534+75.2% | $135,903+91.5% | $139,434+86.7% |
| Participation rate | 30.4% | 83.9%-53.4pp | 81.9%-51.5pp | 80.3%-49.9pp |
| Annual return | 28.29% | 79.19%-50.9pp | 68.23%-39.9pp | 372.94%-344.6pp |
| Employer contribution / active EE | $891 | $5,243-83.0% | $4,856-81.7% | $4,751-81.3% |
| Participant deferral / active EE | $3,558 | $8,100-56.1% | $7,758-54.1% | $6,710-47.0% |
| Admin fee / account holder | $2,719 | $12,400-78.1% | $10,762-74.7% | $11,403-76.2% |