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 | $305,773 | $89,753+240.7% | $107,525+184.4% | $84,808+260.5% |
| Participation rate | 25.9% | 68.1%-42.2pp | 75.1%-49.2pp | 68.3%-42.4pp |
| Annual return | 13.08% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $649 | $3,113-79.2% | $3,754-82.7% | $2,631-75.3% |
| Participant deferral / active EE | $2,816 | $4,056-30.6% | $5,116-45.0% | $4,212-33.1% |
| Admin fee / account holder | $1,472 | $7,222-79.6% | $8,919-83.5% | $7,344-80.0% |