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 | $317,118 | $217,402+45.9% | $185,823+70.7% | $167,490+89.3% |
| Participation rate | 23.1% | 86.0%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 20.52% | 148.36%-127.8pp | 122.05%-101.5pp | 478.56%-458.0pp |
| Employer contribution / active EE | $774 | $5,873-86.8% | $5,167-85.0% | $4,837-84.0% |
| Participant deferral / active EE | $3,546 | $6,356-44.2% | $5,568-36.3% | $6,341-44.1% |
| Admin fee / account holder | $1,524 | $19,811-92.3% | $16,237-90.6% | $12,309-87.6% |