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 | $306,152 | $106,515+187.4% | $96,683+216.7% | $139,434+119.6% |
| Participation rate | 13.3% | 77.8%-64.5pp | 74.3%-61.0pp | 80.3%-67.0pp |
| Annual return | 21.03% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $441 | $4,103-89.2% | $3,737-88.2% | $4,751-90.7% |
| Participant deferral / active EE | $4,000 | $5,454-26.7% | $4,878-18.0% | $6,710-40.4% |
| Admin fee / account holder | $2,477 | $7,877-68.6% | $6,730-63.2% | $11,403-78.3% |