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 | $269,944 | $817,678-67.0% | $392,568-31.2% | $152,861+76.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.1%-11.4pp | 82.4%-15.8pp |
| Annual return | 23.26% | 22.84%+0.4pp | 24.42%-1.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,667 | $8,398+74.6% | $5,985+145.1% | $5,850+150.7% |
| Admin fee / account holder | $1,250 | $12,095-89.7% | $6,260-80.0% | $11,596-89.2% |