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 | $320,637 | $81,460+293.6% | $103,333+210.3% | $80,856+296.6% |
| Participation rate | 11.1% | 66.8%-55.7pp | 74.5%-63.4pp | 67.6%-56.5pp |
| Annual return | 14.45% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $504 | $3,105-83.8% | $3,868-87.0% | $2,755-81.7% |
| Participant deferral / active EE | $2,012 | $3,869-48.0% | $5,057-60.2% | $4,296-53.2% |
| Admin fee / account holder | $3,213 | $6,566-51.1% | $8,355-61.5% | $6,918-53.6% |