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 | $287,281 | $162,781+76.5% | $133,956+114.5% | $158,922+80.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 9.87% | 41.94%-32.1pp | 45.09%-35.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $589 | $4,975-88.2% | $3,919-85.0% | $4,761-87.6% |
| Participant deferral / active EE | $8,321 | $5,911+40.8% | $5,048+64.9% | $5,982+39.1% |
| Admin fee / account holder | $187,211 | $11,736+1495.1% | $8,927+1997.1% | $11,246+1564.7% |