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 | $296,177 | $183,519+61.4% | $155,509+90.5% | $145,922+103.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -2.36% | 61.17%-63.5pp | 64.67%-67.0pp | 561.29%-563.6pp |
| Employer contribution / active EE | $496 | $5,313-90.7% | $4,672-89.4% | $4,660-89.4% |
| Participant deferral / active EE | $10,617 | $6,462+64.3% | $5,626+88.7% | $6,688+58.7% |
| Admin fee / account holder | $283,661 | $19,313+1368.8% | $15,912+1682.7% | $13,397+2017.3% |