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 | $259,195 | $118,849+118.1% | $96,562+168.4% | $167,490+54.8% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.2pp | 82.1%-53.5pp |
| Annual return | 19.11% | 50.49%-31.4pp | 37.78%-18.7pp | 478.56%-459.4pp |
| Employer contribution / active EE | $99 | $3,120-96.8% | $2,356-95.8% | $4,837-98.0% |
| Participant deferral / active EE | $4,772 | $4,616+3.4% | $3,849+24.0% | $6,341-24.7% |
| Admin fee / account holder | $3,487 | $8,065-56.8% | $6,181-43.6% | $12,309-71.7% |