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 | $368,424 | $88,672+315.5% | $105,223+250.1% | $82,448+346.9% |
| Participation rate | 54.1% | 67.9%-13.9pp | 75.0%-21.0pp | 68.1%-14.0pp |
| Annual return | 14.26% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,634 | $4,036+113.9% | $5,072+70.2% | $4,139+108.6% |
| Admin fee / account holder | $8,845 | $7,146+23.8% | $8,859-0.2% | $7,234+22.3% |