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 | $288,562 | $94,031+206.9% | $115,768+149.3% | $82,448+250.0% |
| Participation rate | 56.0% | 70.4%-14.4pp | 74.4%-18.4pp | 68.1%-12.1pp |
| Annual return | 14.42% | 20.61%-6.2pp | 100.46%-86.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $301 | $2,323-87.1% | $2,940-89.8% | $2,551-88.2% |
| Participant deferral / active EE | $4,067 | $3,972+2.4% | $4,917-17.3% | $4,139-1.7% |
| Admin fee / account holder | $42,390 | $10,249+313.6% | $12,439+240.8% | $7,234+486.0% |