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 | $108,825+168.2% | $156,181+86.9% | $82,448+254.0% |
| Participation rate | 53.7% | 72.4%-18.7pp | 78.8%-25.2pp | 68.1%-14.4pp |
| Annual return | 20.26% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $537 | $2,870-81.3% | $4,294-87.5% | $2,551-79.0% |
| Participant deferral / active EE | $2,807 | $4,577-38.7% | $6,132-54.2% | $4,139-32.2% |
| Admin fee / account holder | $4,378 | $9,341-53.1% | $14,586-70.0% | $7,234-39.5% |