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 8-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 | $252,930 | $45,073+461.2% | $69,455+264.2% | $72,985+246.6% |
| Participation rate | 45.4% | 68.5%-23.1pp | 74.6%-29.2pp | 69.5%-24.1pp |
| Annual return | 13.74% | 22.65%-8.9pp | 28.97%-15.2pp | 81.00%-67.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,400 | $2,602+107.6% | $3,535+52.7% | $3,607+49.7% |
| Admin fee / account holder | $4,000 | $3,056+30.9% | $3,839+4.2% | $5,124-21.9% |