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 | $819,322 | $179,726+355.9% | $156,263+424.3% | $142,382+475.4% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 5.11% | 77.86%-72.7pp | 59.47%-54.4pp | 217.08%-212.0pp |
| Employer contribution / active EE | $806 | $5,069-84.1% | $4,333-81.4% | $4,299-81.3% |
| Participant deferral / active EE | $3,060 | $6,956-56.0% | $6,158-50.3% | $6,507-53.0% |
| Admin fee / account holder | $115,136 | $17,272+566.6% | $14,255+707.7% | $12,624+812.1% |