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 | $301,741 | $101,724+196.6% | $164,813+83.1% | $80,856+273.2% |
| Participation rate | 67.6% | 71.8%-4.3pp | 78.6%-11.0pp | 67.6%-0.1pp |
| Annual return | 20.54% | 16.72%+3.8pp | 69.93%-49.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $477 | $2,953-83.8% | $4,341-89.0% | $2,755-82.7% |
| Participant deferral / active EE | $8,389 | $4,477+87.4% | $6,031+39.1% | $4,296+95.3% |
| Admin fee / account holder | $915 | $8,227-88.9% | $12,690-92.8% | $6,918-86.8% |