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 7-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 | $262,249 | $118,450+121.4% | $98,439+166.4% | $139,434+88.1% |
| Participation rate | 63.2% | 77.4%-14.3pp | 75.2%-12.0pp | 80.3%-17.2pp |
| Annual return | 11.09% | 18.94%-7.8pp | 21.16%-10.1pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,533 | $5,392+58.3% | $4,738+80.1% | $6,710+27.2% |
| Admin fee / account holder | $40,384 | $14,026+187.9% | $8,948+351.3% | $11,403+254.2% |