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 | $395,612 | $197,591+100.2% | $177,821+122.5% | $158,922+148.9% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 9.70% | 58.76%-49.1pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $780 | $6,697-88.4% | $5,918-86.8% | $4,761-83.6% |
| Participant deferral / active EE | $9,600 | $8,405+14.2% | $7,714+24.4% | $5,982+60.5% |
| Admin fee / account holder | $4,344 | $15,399-71.8% | $12,427-65.0% | $11,246-61.4% |