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 | $261,415 | $95,862+172.7% | $79,550+228.6% | $134,475+94.4% |
| Participation rate | 11.1% | 75.0%-63.9pp | 69.5%-58.4pp | 81.2%-70.1pp |
| Annual return | -2.20% | -2.69%+0.5pp | 0.16%-2.4pp | 417.96%-420.2pp |
| Employer contribution / active EE | $240 | $3,128-92.3% | $2,413-90.1% | $4,740-94.9% |
| Participant deferral / active EE | $1,844 | $4,693-60.7% | $3,985-53.7% | $6,400-71.2% |
| Admin fee / account holder | $9,403 | $9,126+3.0% | $6,832+37.6% | $11,426-17.7% |