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 | $400,694 | $76,000+427.2% | $154,107+160.0% | $64,186+524.3% |
| Participation rate | 5.3% | 70.4%-65.2pp | 83.0%-77.8pp | 69.6%-64.3pp |
| Annual return | 21.16% | 30.32%-9.2pp | 735.12%-714.0pp | 7.63%+13.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,132 | $3,175-64.4% | $5,081-77.7% | $3,470-67.4% |
| Admin fee / account holder | $902 | $5,596-83.9% | $13,411-93.3% | $4,888-81.5% |