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 | $308,865 | $88,594+248.6% | $70,092+340.7% | $134,475+129.7% |
| Participation rate | 35.7% | 74.9%-39.2pp | 70.5%-34.8pp | 81.2%-45.5pp |
| Annual return | -20.18% | 442.67%-462.8pp | 190.73%-210.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $260 | $3,233-92.0% | $2,559-89.9% | $4,740-94.5% |
| Participant deferral / active EE | $2,938 | $4,772-38.4% | $3,849-23.7% | $6,400-54.1% |
| Admin fee / account holder | $53,235 | $10,441+409.9% | $6,267+749.5% | $11,426+365.9% |