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 | $291,481 | $232,540+25.3% | $185,117+57.5% | $147,584+97.5% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 10.78% | 43.03%-32.2pp | 40.50%-29.7pp | 578.55%-567.8pp |
| Employer contribution / active EE | $302 | $5,195-94.2% | $4,182-92.8% | $4,876-93.8% |
| Participant deferral / active EE | $3,125 | $5,834-46.4% | $5,045-38.1% | $5,439-42.5% |
| Admin fee / account holder | $9,230 | $10,275-10.2% | $8,159+13.1% | $10,885-15.2% |