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 | $250,164 | $109,881+127.7% | $150,045+66.7% | $84,808+195.0% |
| Participation rate | 60.6% | 76.1%-15.5pp | 82.3%-21.7pp | 68.3%-7.7pp |
| Annual return | 15.20% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $443 | $3,561-87.6% | $4,693-90.6% | $2,631-83.2% |
| Participant deferral / active EE | $10,478 | $6,636+57.9% | $7,997+31.0% | $4,212+148.8% |
| Admin fee / account holder | $22,395 | $8,568+161.4% | $13,435+66.7% | $7,344+205.0% |