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 | $265,201 | $99,918+165.4% | $81,382+225.9% | $145,922+81.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -18.92% | 34.32%-53.2pp | 24.73%-43.6pp | 561.29%-580.2pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,700 | $4,605-41.4% | $3,883-30.5% | $6,688-59.6% |
| Admin fee / account holder | $2,216 | $8,212-73.0% | $5,768-61.6% | $13,397-83.5% |