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 | $311,572 | $81,248+283.5% | $155,509+100.4% | $80,856+285.3% |
| Participation rate | 13.5% | 66.2%-52.7pp | 78.2%-64.7pp | 67.6%-54.1pp |
| Annual return | 11.40% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $259 | $3,100-91.7% | $4,672-94.5% | $2,755-90.6% |
| Participant deferral / active EE | $937 | $3,452-72.8% | $5,626-83.3% | $4,296-78.2% |
| Admin fee / account holder | $13,676 | $7,997+71.0% | $15,912-14.1% | $6,918+97.7% |