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 | $295,627 | $82,664+257.6% | $125,339+135.9% | $68,494+331.6% |
| Participation rate | 46.3% | 75.0%-28.8pp | 82.4%-36.1pp | 67.9%-21.6pp |
| Annual return | -10.62% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,854 | $6,110+12.2% | $7,446-8.0% | $4,027+70.2% |
| Admin fee / account holder | $5,149 | $6,275-17.9% | $10,010-48.6% | $5,403-4.7% |