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 | $321,844 | $140,588+128.9% | $123,104+161.4% | $125,391+156.7% |
| Participation rate | 20.0% | 88.2%-68.2pp | 86.8%-66.8pp | 83.2%-63.2pp |
| Annual return | -2.98% | 16.80%-19.8pp | 13.22%-16.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $269 | $6,041-95.6% | $5,151-94.8% | $4,866-94.5% |
| Participant deferral / active EE | $4,800 | $6,980-31.2% | $6,230-22.9% | $5,352-10.3% |
| Admin fee / account holder | $4,438 | $11,198-60.4% | $9,015-50.8% | $9,540-53.5% |