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 | $280,873 | $93,571+200.2% | $135,903+106.7% | $75,163+273.7% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 24.99% | 30.90%-5.9pp | 68.23%-43.2pp | 160.62%-135.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,673 | $6,404-27.0% | $7,758-39.8% | $4,125+13.3% |
| Admin fee / account holder | $12,589 | $6,975+80.5% | $10,762+17.0% | $5,651+122.8% |