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 | $330,661 | $102,616+222.2% | $81,983+303.3% | $158,922+108.1% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.2%-44.2pp | 82.0%-57.0pp |
| Annual return | 21.95% | 61.04%-39.1pp | 41.31%-19.4pp | 302.83%-280.9pp |
| Employer contribution / active EE | $300 | $3,240-90.7% | $2,498-88.0% | $4,761-93.7% |
| Participant deferral / active EE | $6,500 | $4,648+39.8% | $3,722+74.6% | $5,982+8.7% |
| Admin fee / account holder | $2,309 | $8,235-72.0% | $5,664-59.2% | $11,246-79.5% |