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 | $272,612 | $81,446+234.7% | $103,374+163.7% | $80,874+237.1% |
| Participation rate | 12.8% | 66.9%-54.0pp | 74.5%-61.7pp | 67.6%-54.8pp |
| Annual return | 12.59% | 25.57%-13.0pp | 24.89%-12.3pp | 35.62%-23.0pp |
| Employer contribution / active EE | $437 | $3,107-85.9% | $3,869-88.7% | $2,756-84.1% |
| Participant deferral / active EE | $3,900 | $3,870+0.8% | $5,058-22.9% | $4,297-9.2% |
| Admin fee / account holder | $7,305 | $6,715+8.8% | $8,394-13.0% | $6,935+5.3% |