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 | $314,327 | $217,402+44.6% | $185,823+69.2% | $167,490+87.7% |
| Participation rate | 30.0% | 86.0%-56.0pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 20.71% | 148.36%-127.6pp | 122.05%-101.3pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,058 | $5,873-82.0% | $5,167-79.5% | $4,837-78.1% |
| Participant deferral / active EE | $6,500 | $6,356+2.3% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $4,735 | $19,811-76.1% | $16,237-70.8% | $12,309-61.5% |