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 | $319,315 | $159,602+100.1% | $150,045+112.8% | $142,382+124.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 11.88% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $518 | $4,961-89.6% | $4,693-89.0% | $4,299-87.9% |
| Participant deferral / active EE | $3,784 | $8,310-54.5% | $7,997-52.7% | $6,507-41.8% |
| Admin fee / account holder | $5,638 | $14,846-62.0% | $13,435-58.0% | $12,624-55.3% |