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 | $48,795+550.0% | $65,493+384.3% | $84,808+274.0% |
| Participation rate | 35.9% | 67.0%-31.1pp | 73.1%-37.2pp | 68.3%-32.4pp |
| Annual return | 15.73% | 20.20%-4.5pp | 982.45%-966.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,077 | $2,928-29.1% | $3,961-47.6% | $4,212-50.7% |
| Admin fee / account holder | $15,810 | $3,877+307.8% | $5,028+214.4% | $7,344+115.3% |