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 9-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 | $253,959 | $127,386+99.4% | $115,037+120.8% | $125,391+102.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $788 | $5,166-84.7% | $4,608-82.9% | $4,866-83.8% |
| Participant deferral / active EE | $8,250 | $6,423+28.4% | $6,026+36.9% | $5,352+54.2% |
| Admin fee / account holder | $3,914 | $9,516-58.9% | $8,175-52.1% | $9,540-59.0% |