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 | $291,854 | $109,413+166.7% | $156,263+86.8% | $84,808+244.1% |
| Participation rate | 53.7% | 72.7%-19.0pp | 78.9%-25.2pp | 68.3%-14.7pp |
| Annual return | 20.26% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $537 | $2,907-81.5% | $4,333-87.6% | $2,631-79.6% |
| Participant deferral / active EE | $2,807 | $4,590-38.8% | $6,158-54.4% | $4,212-33.4% |
| Admin fee / account holder | $4,378 | $9,357-53.2% | $14,255-69.3% | $7,344-40.4% |