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 | $309,741 | $67,606+358.2% | $82,313+276.3% | $70,131+341.7% |
| Participation rate | 49.0% | 72.8%-23.8pp | 76.9%-27.9pp | 69.5%-20.6pp |
| Annual return | 3.31% | 21.57%-18.3pp | 25.88%-22.6pp | 73.14%-69.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,407 | $2,987-52.9% | $3,706-62.0% | $3,332-57.8% |
| Admin fee / account holder | $17,159 | $4,512+280.3% | $5,608+206.0% | $4,645+269.4% |