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.)
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 | $297,666 | $105,860+181.2% | $90,749+228.0% | $134,475+121.4% |
| Participation rate | 59.1% | 78.2%-19.2pp | 75.7%-16.6pp | 81.2%-22.1pp |
| Annual return | -22.20% | -11.01%-11.2pp | -12.16%-10.0pp | 417.96%-440.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,452 | $5,216-53.0% | $4,564-46.3% | $6,400-61.7% |
| Admin fee / account holder | $5,567 | $13,938-60.1% | $8,445-34.1% | $11,426-51.3% |