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 | $269,299 | $70,428+282.4% | $96,562+178.9% | $85,850+213.7% |
| Participation rate | 12.9% | 61.8%-48.9pp | 69.8%-56.9pp | 69.3%-56.4pp |
| Annual return | 25.75% | 18.59%+7.2pp | 37.78%-12.0pp | 318.53%-292.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,478 | $2,894-48.9% | $3,849-61.6% | $3,952-62.6% |
| Admin fee / account holder | $3,539 | $4,997-29.2% | $6,181-42.7% | $6,260-43.5% |