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 | $271,931 | $115,770+134.9% | $101,248+168.6% | $158,922+71.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 23.25% | 56.14%-32.9pp | 46.47%-23.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $656 | $4,175-84.3% | $3,660-82.1% | $4,761-86.2% |
| Participant deferral / active EE | $6,604 | $4,957+33.2% | $4,370+51.1% | $5,982+10.4% |
| Admin fee / account holder | $3,467 | $7,245-52.1% | $5,945-41.7% | $11,246-69.2% |