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 | $297,853 | $98,750+201.6% | $149,696+99.0% | $79,858+273.0% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.5%-13.7pp | 69.6%-0.9pp |
| Annual return | 15.28% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $414 | $3,216-87.1% | $4,644-91.1% | $2,471-83.3% |
| Participant deferral / active EE | $6,614 | $5,680+16.4% | $6,842-3.3% | $3,740+76.8% |
| Admin fee / account holder | $1,582 | $6,053-73.9% | $9,309-83.0% | $5,306-70.2% |