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 | $369,523 | $154,117+139.8% | $129,995+184.3% | $139,434+165.0% |
| Participation rate | 21.1% | 82.0%-60.9pp | 78.5%-57.4pp | 80.3%-59.3pp |
| Annual return | 5.67% | 32.48%-26.8pp | -137.18%+142.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,366 | $6,710-49.8% | $5,820-42.2% | $6,710-49.8% |
| Admin fee / account holder | $57,628 | $14,007+311.4% | $10,614+442.9% | $11,403+405.4% |