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 | $251,639 | $127,065+98.0% | $113,168+122.4% | $142,382+76.7% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 13.00% | 24.03%-11.0pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $134 | $3,442-96.1% | $2,975-95.5% | $4,299-96.9% |
| Participant deferral / active EE | $5,997 | $5,716+4.9% | $5,107+17.4% | $6,507-7.8% |
| Admin fee / account holder | $22,808 | $15,736+44.9% | $12,068+89.0% | $12,624+80.7% |