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 | $317,167 | $47,479+568.0% | $62,929+404.0% | $82,448+284.7% |
| Participation rate | 35.9% | 66.9%-31.0pp | 73.1%-37.2pp | 68.1%-32.2pp |
| Annual return | 15.73% | 20.34%-4.6pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,077 | $2,870-27.7% | $3,888-46.6% | $4,139-49.8% |
| Admin fee / account holder | $15,810 | $3,804+315.6% | $5,065+212.2% | $7,234+118.5% |