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 | $259,638 | $110,257+135.5% | $96,544+168.9% | $139,434+86.2% |
| Participation rate | 41.2% | 78.1%-36.9pp | 76.0%-34.8pp | 80.3%-39.1pp |
| Annual return | 7.54% | 26.32%-18.8pp | 25.84%-18.3pp | 372.94%-365.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,726 | $5,548-68.9% | $4,851-64.4% | $6,710-74.3% |
| Admin fee / account holder | $6,625 | $11,591-42.8% | $8,252-19.7% | $11,403-41.9% |