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 | $363,071 | $127,777+184.1% | $106,548+240.8% | $167,490+116.8% |
| Participation rate | 35.7% | 78.3%-42.6pp | 76.1%-40.4pp | 82.1%-46.4pp |
| Annual return | 17.30% | 33.87%-16.6pp | 26.80%-9.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $343 | $3,427-90.0% | $2,819-87.8% | $4,837-92.9% |
| Participant deferral / active EE | $3,544 | $5,087-30.3% | $4,398-19.4% | $6,341-44.1% |
| Admin fee / account holder | $2,091 | $11,228-81.4% | $7,407-71.8% | $12,309-83.0% |