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 | $541,995 | $60,022+803.0% | $88,946+509.4% | $84,808+539.1% |
| Participation rate | 28.6% | 57.8%-29.3pp | 68.8%-40.3pp | 68.3%-39.7pp |
| Annual return | 18.83% | 22.43%-3.6pp | 57.82%-39.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,146 | $3,114+65.3% | $4,581+12.3% | $4,212+22.2% |
| Admin fee / account holder | $36,429 | $4,811+657.2% | $8,261+341.0% | $7,344+396.1% |