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 5-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 | $384,591 | $140,940+172.9% | $112,229+242.7% | $139,434+175.8% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.13% | 32.71%-18.6pp | 30.20%-16.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $664 | $4,283-84.5% | $3,430-80.6% | $4,751-86.0% |
| Participant deferral / active EE | $2,092 | $5,874-64.4% | $4,798-56.4% | $6,710-68.8% |
| Admin fee / account holder | $36,856 | $9,954+270.3% | $7,748+375.7% | $11,403+223.2% |