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 | $418,375 | $159,602+162.1% | $150,045+178.8% | $142,382+193.8% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.3%-20.4pp | 80.1%-18.2pp |
| Annual return | 8.44% | 70.24%-61.8pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,840 | $8,310-5.7% | $7,997-2.0% | $6,507+20.5% |
| Admin fee / account holder | $21,283 | $14,846+43.4% | $13,435+58.4% | $12,624+68.6% |