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 | $254,587 | $232,540+9.5% | $185,117+37.5% | $147,584+72.5% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 16.18% | 43.03%-26.8pp | 40.50%-24.3pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,872 | $5,834+17.8% | $5,045+36.2% | $5,439+26.3% |
| Admin fee / account holder | $24,524 | $10,275+138.7% | $8,159+200.6% | $10,885+125.3% |