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 | $328,604 | $102,317+221.2% | $146,958+123.6% | $80,856+306.4% |
| Participation rate | 51.1% | 75.8%-24.8pp | 82.2%-31.1pp | 67.6%-16.6pp |
| Annual return | 21.00% | 134.76%-113.8pp | 418.34%-397.3pp | 35.59%-14.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,072 | $6,644-38.7% | $8,070-49.5% | $4,296-5.2% |
| Admin fee / account holder | $5,780 | $7,941-27.2% | $12,998-55.5% | $6,918-16.4% |