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 | $272,280 | $86,286+215.6% | $111,297+144.6% | $85,850+217.2% |
| Participation rate | 62.1% | 73.3%-11.3pp | 77.3%-15.2pp | 69.3%-7.2pp |
| Annual return | 25.77% | 19.99%+5.8pp | 54.65%-28.9pp | 318.53%-292.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,355 | $3,641-35.3% | $4,487-47.5% | $3,952-40.4% |
| Admin fee / account holder | $32,290 | $8,188+294.4% | $7,964+305.5% | $6,260+415.8% |