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 | $350,540 | $117,841+197.5% | $102,423+242.2% | $145,922+140.2% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 19.91% | 31.65%-11.7pp | 29.32%-9.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $228 | $3,615-93.7% | $3,023-92.4% | $4,660-95.1% |
| Participant deferral / active EE | $2,462 | $5,731-57.0% | $5,053-51.3% | $6,688-63.2% |
| Admin fee / account holder | $6,750 | $13,326-49.3% | $9,451-28.6% | $13,397-49.6% |