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 7-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.
Participant 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 | $311,583 | $51,576+504.1% | $129,207+141.1% | $80,856+285.4% |
| Participation rate | 3.8% | 57.0%-53.2pp | 69.6%-65.8pp | 67.6%-63.8pp |
| Annual return | 7.70% | 20.81%-13.1pp | 9417.33%-9409.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $106 | $2,669-96.0% | $4,168-97.4% | $4,296-97.5% |
| Admin fee / account holder | $47,586 | $4,305+1005.4% | $7,715+516.8% | $6,918+587.9% |