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 | $264,819 | $211,958+24.9% | $169,463+56.3% | $135,375+95.6% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -3.51% | 3.26%-6.8pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $310 | $5,120-94.0% | $4,159-92.6% | $4,779-93.5% |
| Participant deferral / active EE | $2,387 | $6,075-60.7% | $5,277-54.8% | $5,609-57.4% |
| Admin fee / account holder | $83,725 | $11,471+629.9% | $9,109+819.1% | $10,827+673.3% |