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 | $268,782 | $105,181+155.5% | $159,436+68.6% | $85,850+213.1% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.8%-27.0pp | 69.3%-13.5pp |
| Annual return | 24.07% | 45.07%-21.0pp | 263.57%-239.5pp | 318.53%-294.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,653 | $5,945-21.7% | $7,352-36.7% | $3,952+17.8% |
| Admin fee / account holder | $9,603 | $6,933+38.5% | $10,799-11.1% | $6,260+53.4% |