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 | $253,673 | $78,422+223.5% | $95,952+164.4% | $79,858+217.7% |
| Participation rate | 57.9% | 73.5%-15.6pp | 77.1%-19.2pp | 69.6%-11.7pp |
| Annual return | 18.83% | 19.37%-0.5pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,533 | $3,440+148.1% | $4,167+104.8% | $3,740+128.2% |
| Admin fee / account holder | $21,486 | $5,622+282.2% | $6,795+216.2% | $5,306+304.9% |