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 | $313,479 | $107,934+190.4% | $91,989+240.8% | $152,861+105.1% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.4%-27.9pp |
| Annual return | 17.54% | 89.24%-71.7pp | 69.02%-51.5pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,128 | $6,364+43.4% | $5,923+54.1% | $5,850+56.0% |
| Admin fee / account holder | $72,763 | $10,520+591.7% | $7,743+839.7% | $11,596+527.5% |