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 | $291,559 | $104,664+178.6% | $85,682+240.3% | $167,490+74.1% |
| Participation rate | 8.3% | 76.4%-68.0pp | 69.9%-61.5pp | 82.1%-73.8pp |
| Annual return | 9.77% | 21.45%-11.7pp | 21.49%-11.7pp | 478.56%-468.8pp |
| Employer contribution / active EE | $179 | $3,337-94.6% | $2,618-93.2% | $4,837-96.3% |
| Participant deferral / active EE | $2,167 | $4,824-55.1% | $3,923-44.8% | $6,341-65.8% |
| Admin fee / account holder | $33,585 | $10,032+234.8% | $6,873+388.7% | $12,309+172.9% |