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 | $283,168 | $165,335+71.3% | $149,696+89.2% | $158,922+78.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.04% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $892 | $5,103-82.5% | $4,644-80.8% | $4,761-81.3% |
| Participant deferral / active EE | $3,264 | $7,181-54.6% | $6,842-52.3% | $5,982-45.4% |
| Admin fee / account holder | $2,611 | $10,807-75.8% | $9,309-71.9% | $11,246-76.8% |