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 | $253,749 | $142,344+78.3% | $119,609+112.1% | $134,475+88.7% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.3%-20.9pp | 81.2%-22.9pp |
| Annual return | -18.62% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $788 | $5,222-84.9% | $4,232-81.4% | $4,740-83.4% |
| Participant deferral / active EE | $7,750 | $6,469+19.8% | $5,602+38.3% | $6,400+21.1% |
| Admin fee / account holder | $1,065 | $13,584-92.2% | $10,323-89.7% | $11,426-90.7% |