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 | $394,875 | $109,413+260.9% | $156,263+152.7% | $84,808+365.6% |
| Participation rate | 61.5% | 72.7%-11.2pp | 78.9%-17.4pp | 68.3%-6.8pp |
| Annual return | 18.16% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $245 | $2,907-91.6% | $4,333-94.3% | $2,631-90.7% |
| Participant deferral / active EE | $8,194 | $4,590+78.5% | $6,158+33.1% | $4,212+94.6% |
| Admin fee / account holder | $11,947 | $9,357+27.7% | $14,255-16.2% | $7,344+62.7% |