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 | $322,626 | $115,882+178.4% | $100,516+221.0% | $158,922+103.0% |
| Participation rate | 58.3% | 81.6%-23.2pp | 79.4%-21.1pp | 82.0%-23.6pp |
| Annual return | 9.20% | 34.79%-25.6pp | 30.89%-21.7pp | 302.83%-293.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,951 | $6,674+19.1% | $6,270+26.8% | $5,982+32.9% |
| Admin fee / account holder | $9,581 | $10,995-12.9% | $8,081+18.6% | $11,246-14.8% |