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 | $268,641 | $110,257+143.6% | $96,544+178.3% | $139,434+92.7% |
| Participation rate | 61.9% | 78.1%-16.2pp | 76.0%-14.1pp | 80.3%-18.4pp |
| Annual return | 13.11% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,014 | $5,548-27.6% | $4,851-17.3% | $6,710-40.2% |
| Admin fee / account holder | $8,672 | $11,591-25.2% | $8,252+5.1% | $11,403-23.9% |