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 | $251,303 | $94,529+165.8% | $140,016+79.5% | $64,186+291.5% |
| Participation rate | 67.9% | 84.1%-16.2pp | 87.5%-19.6pp | 69.6%-1.7pp |
| Annual return | -25.07% | 7.77%-32.8pp | 651.12%-676.2pp | 7.63%-32.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,207 | $5,250+37.3% | $6,927+4.0% | $3,470+107.7% |
| Admin fee / account holder | $18,077 | $6,741+168.2% | $10,705+68.9% | $4,888+269.8% |