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 | $281,141 | $72,177+289.5% | $115,037+144.4% | $59,632+371.5% |
| Participation rate | 61.5% | 72.6%-11.0pp | 81.4%-19.8pp | 68.7%-7.1pp |
| Annual return | -0.44% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1 | $2,841-100.0% | $4,608-100.0% | $2,203-99.9% |
| Participant deferral / active EE | $10,962 | $4,783+129.2% | $6,026+81.9% | $3,192+243.5% |
| Admin fee / account holder | $3,138 | $4,927-36.3% | $8,175-61.6% | $4,297-27.0% |