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 | $251,596 | $98,982+154.2% | $162,163+55.1% | $65,185+286.0% |
| Participation rate | 61.9% | 85.8%-23.8pp | 87.6%-25.6pp | 70.2%-8.3pp |
| Annual return | 27.38% | 24.84%+2.5pp | 115.59%-88.2pp | 29.38%-2.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,029 | $5,384+30.5% | $7,298-3.7% | $3,514+100.0% |
| Admin fee / account holder | $26,544 | $596+4350.9% | $10,843+144.8% | $847+3033.5% |