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 | $274,449 | $109,881+149.8% | $150,045+82.9% | $84,808+223.6% |
| Participation rate | 63.6% | 76.1%-12.4pp | 82.3%-18.7pp | 68.3%-4.7pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $558 | $3,561-84.3% | $4,693-88.1% | $2,631-78.8% |
| Participant deferral / active EE | $12,298 | $6,636+85.3% | $7,997+53.8% | $4,212+192.0% |
| Admin fee / account holder | $12,974 | $8,568+51.4% | $13,435-3.4% | $7,344+76.7% |