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 | $277,792 | $109,881+152.8% | $150,045+85.1% | $84,808+227.6% |
| Participation rate | 22.2% | 76.1%-53.9pp | 82.3%-60.1pp | 68.3%-46.1pp |
| Annual return | 15.10% | 28.25%-13.1pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $554 | $3,561-84.4% | $4,693-88.2% | $2,631-78.9% |
| Participant deferral / active EE | $2,591 | $6,636-60.9% | $7,997-67.6% | $4,212-38.5% |
| Admin fee / account holder | $2,013 | $8,568-76.5% | $13,435-85.0% | $7,344-72.6% |