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 | $273,322 | $77,899+250.9% | $149,673+82.6% | $75,163+263.6% |
| Participation rate | 26.7% | 65.6%-38.9pp | 78.8%-52.1pp | 67.2%-40.5pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $7 | $3,137-99.8% | $4,818-99.9% | $2,670-99.8% |
| Participant deferral / active EE | $1,573 | $3,411-53.9% | $5,680-72.3% | $4,125-61.9% |
| Admin fee / account holder | $606 | $5,956-89.8% | $13,210-95.4% | $5,651-89.3% |