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 | $295,036 | $78,926+273.8% | $136,749+115.7% | $84,808+247.9% |
| Participation rate | 7.4% | 62.2%-54.8pp | 72.1%-64.7pp | 68.3%-60.9pp |
| Annual return | 12.57% | 18.17%-5.6pp | 24.33%-11.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $515 | $2,134-75.9% | $3,400-84.9% | $2,631-80.4% |
| Participant deferral / active EE | $1,250 | $3,168-60.5% | $4,692-73.4% | $4,212-70.3% |
| Admin fee / account holder | $17,667 | $6,369+177.4% | $11,386+55.2% | $7,344+140.6% |