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 | $318,098 | $197,591+61.0% | $177,821+78.9% | $158,922+100.2% |
| Participation rate | 65.2% | 88.5%-23.3pp | 87.7%-22.5pp | 82.0%-16.7pp |
| Annual return | 11.47% | 58.76%-47.3pp | 48.32%-36.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $778 | $6,697-88.4% | $5,918-86.9% | $4,761-83.7% |
| Participant deferral / active EE | $8,857 | $8,405+5.4% | $7,714+14.8% | $5,982+48.1% |
| Admin fee / account holder | $77,284 | $15,399+401.9% | $12,427+521.9% | $11,246+587.2% |