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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,572 | $152,509+84.6% | $117,472+139.7% | $134,475+109.4% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -23.17% | 52.99%-76.2pp | 29.74%-52.9pp | 417.96%-441.1pp |
| Employer contribution / active EE | $154 | $5,571-97.2% | $4,176-96.3% | $4,740-96.7% |
| Participant deferral / active EE | $3,600 | $4,818-25.3% | $4,070-11.6% | $6,400-43.7% |
| Admin fee / account holder | $1,823 | $7,004-74.0% | $5,645-67.7% | $11,426-84.0% |