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 | $347,209 | $105,998+227.6% | $92,233+276.4% | $147,584+135.3% |
| Participation rate | 40.9% | 80.4%-39.5pp | 76.5%-35.6pp | 82.8%-41.9pp |
| Annual return | 15.87% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $442 | $4,333-89.8% | $3,679-88.0% | $4,876-90.9% |
| Participant deferral / active EE | $1,358 | $4,478-69.7% | $3,897-65.1% | $5,439-75.0% |
| Admin fee / account holder | $4,287 | $6,332-32.3% | $5,194-17.5% | $10,885-60.6% |