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 | $262,731 | $150,440+74.6% | $136,294+92.8% | $147,584+78.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 8.20% | 1049.08%-1040.9pp | 5155.94%-5147.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $853 | $5,256-83.8% | $4,695-81.8% | $4,876-82.5% |
| Participant deferral / active EE | $4,247 | $6,630-35.9% | $6,247-32.0% | $5,439-21.9% |
| Admin fee / account holder | $4,597 | $10,905-57.8% | $9,243-50.3% | $10,885-57.8% |