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 | $353,156 | $101,724+247.2% | $164,813+114.3% | $80,856+336.8% |
| Participation rate | 16.7% | 71.8%-55.2pp | 78.6%-61.9pp | 67.6%-51.0pp |
| Annual return | 19.90% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $584 | $2,953-80.2% | $4,341-86.5% | $2,755-78.8% |
| Participant deferral / active EE | $2,005 | $4,477-55.2% | $6,031-66.8% | $4,296-53.3% |
| Admin fee / account holder | $3,161 | $8,227-61.6% | $12,690-75.1% | $6,918-54.3% |