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 | $252,121 | $171,865+46.7% | $149,718+68.4% | $147,584+70.8% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | -7.10% | 2113.22%-2120.3pp | 1501.63%-1508.7pp | 578.55%-585.6pp |
| Employer contribution / active EE | $1,160 | $6,275-81.5% | $5,445-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $7,489 | $7,271+3.0% | $6,569+14.0% | $5,439+37.7% |
| Admin fee / account holder | $23,838 | $13,799+72.7% | $11,283+111.3% | $10,885+119.0% |