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 8-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 | $291,606 | $159,602+82.7% | $150,045+94.3% | $142,382+104.8% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.3%-51.1pp | 80.1%-48.9pp |
| Annual return | 12.97% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $465 | $4,961-90.6% | $4,693-90.1% | $4,299-89.2% |
| Participant deferral / active EE | $3,910 | $8,310-53.0% | $7,997-51.1% | $6,507-39.9% |
| Admin fee / account holder | $19,181 | $14,846+29.2% | $13,435+42.8% | $12,624+51.9% |