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 | $366,228 | $211,958+72.8% | $169,463+116.1% | $135,375+170.5% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -1.03% | 3.26%-4.3pp | 1.83%-2.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $49 | $5,120-99.0% | $4,159-98.8% | $4,779-99.0% |
| Participant deferral / active EE | $3,049 | $6,075-49.8% | $5,277-42.2% | $5,609-45.6% |
| Admin fee / account holder | $573 | $11,471-95.0% | $9,109-93.7% | $10,827-94.7% |