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 | $256,089 | $53,516+378.5% | $126,539+102.4% | $84,808+202.0% |
| Participation rate | 47.2% | 58.2%-11.0pp | 69.8%-22.6pp | 68.3%-21.1pp |
| Annual return | 13.33% | 58.34%-45.0pp | 425.95%-412.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,036 | $2,671+126.0% | $4,083+47.8% | $4,212+43.3% |
| Admin fee / account holder | $3,829 | $4,497-14.9% | $6,065-36.9% | $7,344-47.9% |