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 | $265,849 | $65,365+306.7% | $92,893+186.2% | $72,985+264.3% |
| Participation rate | 54.1% | 68.3%-14.3pp | 76.0%-22.0pp | 69.5%-15.4pp |
| Annual return | 23.39% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,290 | $3,128-26.8% | $4,236-45.9% | $3,607-36.5% |
| Admin fee / account holder | $6,014 | $4,251+41.5% | $5,794+3.8% | $5,124+17.4% |