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 6-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 | $352,618 | $93,571+276.8% | $135,903+159.5% | $75,163+369.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 9.24% | 30.90%-21.7pp | 68.23%-59.0pp | 160.62%-151.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,581 | $6,404-59.7% | $7,758-66.7% | $4,125-37.4% |
| Admin fee / account holder | $23,947 | $6,975+243.3% | $10,762+122.5% | $5,651+323.8% |