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 | $317,711 | $88,672+258.3% | $105,223+201.9% | $82,448+285.3% |
| Participation rate | 48.5% | 67.9%-19.4pp | 75.0%-26.6pp | 68.1%-19.6pp |
| Annual return | 12.57% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,709 | $4,036-32.9% | $5,072-46.6% | $4,139-34.6% |
| Admin fee / account holder | $4,282 | $7,146-40.1% | $8,859-51.7% | $7,234-40.8% |