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 | $450,338 | $111,754+303.0% | $103,333+335.8% | $145,922+208.6% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 9.58% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $831 | $4,212-80.3% | $3,868-78.5% | $4,660-82.2% |
| Participant deferral / active EE | $7,218 | $5,619+28.5% | $5,057+42.7% | $6,688+7.9% |
| Admin fee / account holder | $34,953 | $9,750+258.5% | $8,355+318.4% | $13,397+160.9% |