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 | $89,753+310.5% | $107,525+242.6% | $84,808+334.4% |
| Participation rate | 54.1% | 68.1%-14.0pp | 75.1%-21.0pp | 68.3%-14.3pp |
| Annual return | 14.26% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,634 | $4,056+112.9% | $5,116+68.8% | $4,212+105.0% |
| Admin fee / account holder | $8,845 | $7,222+22.5% | $8,919-0.8% | $7,344+20.4% |