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 | $286,424 | $123,793+131.4% | $177,821+61.1% | $79,858+258.7% |
| Participation rate | 56.7% | 84.7%-28.0pp | 87.7%-31.1pp | 69.6%-13.0pp |
| Annual return | 26.47% | 22.82%+3.7pp | 48.32%-21.8pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,717 | $5,956+29.6% | $7,7140% | $3,740+106.3% |
| Admin fee / account holder | $21,068 | $7,243+190.9% | $12,427+69.5% | $5,306+297.0% |