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 | $270,826 | $180,028+50.4% | $138,135+96.1% | $158,922+70.4% |
| Participation rate | 40.0% | 82.2%-42.2pp | 78.7%-38.7pp | 82.0%-42.0pp |
| Annual return | 9.67% | 21.68%-12.0pp | 20.51%-10.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $712 | $7,470-90.5% | $5,587-87.2% | $4,761-85.0% |
| Participant deferral / active EE | $4,992 | $7,717-35.3% | $6,431-22.4% | $5,982-16.6% |
| Admin fee / account holder | $3,370 | $17,912-81.2% | $11,856-71.6% | $11,246-70.0% |