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 | $442,453 | $106,515+315.4% | $96,683+357.6% | $139,434+217.3% |
| Participation rate | 10.0% | 77.8%-67.8pp | 74.3%-64.3pp | 80.3%-70.3pp |
| Annual return | -27.25% | 38.43%-65.7pp | 35.69%-62.9pp | 372.94%-400.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,252 | $5,454-58.7% | $4,878-53.8% | $6,710-66.4% |
| Admin fee / account holder | $563 | $7,877-92.9% | $6,730-91.6% | $11,403-95.1% |